Fund comparison · from official SEC filings
AGTFX vs EQTYX: how much do they overlap?
Morningstar Aggressive Growth ETF Asset Allocation Portfolio and WisdomTree Siegel Global Equity Digital Fund
vs
Shared holdings
Company
AGTFX
EQTYX
I
IVVISHARES CORE S&P 500 ETF
16.79%
14.15%
Only in AGTFX
V
VTIVANGUARD TOTAL STOCK MKT ETF
24.74%
V
VEAVANGUARD FTSE DEVELOPED ETF
13.02%
F
FNDFSCHWAB FNDMN INTL LRG CO ETF
9.24%
V
VBVANGUARD SMALL-CAP ETF
8.10%
O
OEFISHARES S&P 100 ETF
6.40%
V
VWOVANGUARD FTSE EMERGING MARKE
5.54%
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 EQTYX
D
DGRWWISDOMTREE U.S. QUALITY DIVI
19.04%
D
DTDWISDOMTREE US TOTAL DIVIDEND
14.87%
V
VYMIVANGUARD INT HIGH DVD YLD IN
10.73%
D
DEMWISDOMTREE EMERGING MARKETS
8.34%
V
VYMVANGUARD HIGH DVD YIELD ETF
8.10%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.99%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
5.11%
D
DXJWISDOMTREE JAPAN HEDGED EQ
4.77%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.01%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.88%
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64% overlap
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21% overlap
AGTFX vs ACALXAdvisors Capital Active All Cap Fund
20% 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.