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Fund comparison · from official SEC filings

AFQSX vs MMAX: how much do they overlap?

Alpha Fiduciary Quantitative Strategy Fund and iShares Large Cap Max Buffer Mar ETF
Holdings overlap
90%
of assets, by weight
Shared positions
2
of 3 / 4 holdings
AFQSX expense ratio
1.73%
net, per year
MMAX expense ratio
0.50%
net, per year
AFQSX and MMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AFQSX
MMAX
I
IVVISHARES CORE S&P 500 ETF
90.13%
107.24%
?
—Chicago Mercantile Exchange
0.18%
0.15%
Only in AFQSX
F
FTIXXGLDMN SCHS FIN SQ TR-FST
9.69%
Only in MMAX
?
—BLACKROCK CASH FUNDS
0.54%
?
—JANE STREET LLC
-7.93%
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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 MMAX: 90% holdings overlap — Unwrap.Fund