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Fund comparison · from official SEC filings

AFQSX vs MAXJ: how much do they overlap?

Alpha Fiduciary Quantitative Strategy Fund and iShares Large Cap Max Buffer Jun ETF
Holdings overlap
90%
of assets, by weight
Shared positions
2
of 3 / 4 holdings
AFQSX expense ratio
1.73%
net, per year
MAXJ expense ratio
0.50%
net, per year
AFQSX and MAXJ are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AFQSX
MAXJ
I
IVVISHARES CORE S&P 500 ETF
90.13%
107.67%
?
—Chicago Mercantile Exchange
0.18%
0.13%
Only in AFQSX
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
Only in MAXJ
?
—BLACKROCK CASH FUNDS
1.30%
?
—SUSQUEHANNA FINANCIAL GROUP, LLLP
-9.10%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
AFQSX vs MAXJ: 90% holdings overlap — Unwrap.Fund