Fund comparison · from official SEC filings
AGTFX vs DDXX: how much do they overlap?
Morningstar Aggressive Growth ETF Asset Allocation Portfolio and Defined Duration 20 ETF
vs
Shared holdings
Company
AGTFX
DDXX
V
VTIVANGUARD TOTAL STOCK MKT ETF
24.74%
13.59%
V
VWOVANGUARD FTSE EMERGING MARKE
5.54%
8.83%
V
VBVANGUARD SMALL-CAP ETF
8.10%
8.18%
Only in AGTFX
I
IVVISHARES CORE S&P 500 ETF
16.79%
V
VEAVANGUARD FTSE DEVELOPED ETF
13.02%
F
FNDFSCHWAB FNDMN INTL LRG CO ETF
9.24%
O
OEFISHARES S&P 100 ETF
6.40%
M
MGKVANGUARD MEGA CAP GROWTH ETF
3.91%
E
EMXCISHARES MSCI EMR MRK EX CHNA
3.54%
I
IJHISHARES CORE S&P MIDCAP ETF
3.53%
E
EVTREATON VANCE TOTAL RETURN
3.04%
B
BNDVANGUARD TOTAL BOND MARKET
2.03%
T
TPIXXSTATE ST INST TR PL MM-PREM
0.13%
Only in DDXX
S
SPDWSTE STR SPDR PT DW EU ETF
30.69%
U
USMVISHARES MSCI USA MIN VOL FAC
13.86%
I
IVLUISHARES MSCI INTERNATIONAL V
8.29%
V
VSSVANGUARD FTSE ALL WO X-US SC
8.17%
V
VTVVANGUARD VALUE ETF
8.09%
F
FGXXXFIRST AM GOVT OBLIG-X
0.30%
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64% overlap
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31% overlap
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21% overlap
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20% overlap
DDXX vs BETFXMorningstar Balanced ETF Asset Allocation Portfolio
20% overlap
DDXX vs ACRIXHorizon Active Risk Assist Fund
19% overlap
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.
Informational and educational only — not investment advice.