Fund comparison · from official SEC filings
AMFEX vs EDGX: how much do they overlap?
AAMA EQUITY FUND and Global X U.S. 500 Income Edge ETF
vs
Shared holdings
Company
AMFEX
EDGX
V
VOOVANGUARD S&P 500 ETF
13.68%
40.75%
Only in AMFEX
I
IVVISHARES CORE S&P 500 ETF
9.96%
B
B 0 04.30.26TREASURY BILL
6.67%
E
EXMOCEXXON MOBIL CORP
4.18%
F
FCXFREEPORT-MCMORAN INC
3.93%
W
WMTWALMART INC
3.19%
J
JNJJOHNSON & JOHNSON
3.14%
A
AMATAPPLIED MATERIALS INC
2.95%
G
GWWWW GRAINGER INC
2.95%
G
GOOGLALPHABET INC-CL A
2.92%
E
EMREMERSON ELECTRIC CO
2.75%
C
CSCOCISCO SYSTEMS INC
2.73%
C
CVXCHEVRON CORP
2.57%
T
TAT&T INC
2.56%
V
VVISA INC-CLASS A SHARES
2.52%
R
RTXRTX CORP
2.41%
A
AMZNAMAZON.COM INC
2.41%
T
TMUST-MOBILE US INC
2.41%
J
JPMJPMORGAN CHASE & CO
2.37%
M
MSFTMICROSOFT CORP
2.03%
K
KRKROGER CO
1.98%
A
AAPLAPPLE INC
1.88%
F
FOZXXFIRST AMERICAN US TR MMKT-Z
1.84%
Q
QCOMQUALCOMM INC
1.75%
T
TXNTEXAS INSTRUMENTS INC
1.65%
H
HDHOME DEPOT INC
1.50%
Only in EDGX
B
BKLCBNY MELLON US LRG CAP COR
59.33%
?
—4SPY 05/01/2026 C718.58
-0.08%
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22% overlap
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22% overlap
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21% 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.