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Fund comparison · from official SEC filings

AGTFX vs LNGVX: how much do they overlap?

Morningstar Aggressive Growth ETF Asset Allocation Portfolio and WisdomTree Siegel Longevity Digital Fund
Holdings overlap
8%
of assets, by weight
Shared positions
1
of 13 / 15 holdings
AGTFX expense ratio
0.85%
net, per year
LNGVX expense ratio
0.42%
net, per year
Shared holdings
Company
AGTFX
LNGVX
I
IVVISHARES CORE S&P 500 ETF
16.79%
7.53%
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 LNGVX
A
AGGYWISDOMTREE YIELD ENHANCED US
14.30%
D
DTDWISDOMTREE US TOTAL DIVIDEND
13.50%
V
VYMIVANGUARD INT HIGH DVD YLD IN
8.66%
D
DGRWWISDOMTREE U.S. QUALITY DIVI
7.68%
D
DEMWISDOMTREE EMERGING MARKETS
7.36%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.55%
V
VYMVANGUARD HIGH DVD YIELD ETF
6.13%
W
WTMFWISDOMTREE MGD FUTURES STRAT
5.09%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
4.12%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.04%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.94%
Q
QHYWISDOMTREE US HIGH YIELD COR
3.81%
P
PFFDGLOBAL X US PREFERRED ETF
3.68%
D
DXJWISDOMTREE JAPAN HEDGED EQ
3.61%
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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.