Fund comparison · from official SEC filings
BETFX vs DDXX: how much do they overlap?
Morningstar Balanced ETF Asset Allocation Portfolio and Defined Duration 20 ETF
vs
Shared holdings
Company
BETFX
DDXX
V
VTIVANGUARD TOTAL STOCK MKT ETF
16.15%
13.59%
V
VWOVANGUARD FTSE EMERGING MARKE
2.94%
8.83%
V
VBVANGUARD SMALL-CAP ETF
3.45%
8.18%
Only in BETFX
B
BNDVANGUARD TOTAL BOND MARKET
17.46%
I
IVVISHARES CORE S&P 500 ETF
13.22%
E
EVTREATON VANCE TOTAL RETURN
9.15%
V
VEAVANGUARD FTSE DEVELOPED ETF
7.41%
F
FNDFSCHWAB FNDMN INTL LRG CO ETF
6.11%
O
OEFISHARES S&P 100 ETF
4.85%
B
BSVVANGUARD SHORT-TERM BOND ETF
4.12%
J
JCPBJPMORGAN CORE PLUS BOND ETF
4.11%
V
VMBSVANGUARD MORTGAGE-BACKED SEC
2.06%
E
EMXCISHARES MSCI EMR MRK EX CHNA
2.00%
M
MGKVANGUARD MEGA CAP GROWTH ETF
1.95%
S
SCHPSCHWAB U.S. TIPS ETF
1.03%
S
SPIBSS SPDR P INT C CORP ETF
1.02%
U
USHYISHARES BROAD USD HIGH YIELD
1.02%
I
IJHISHARES CORE S&P MIDCAP ETF
0.98%
T
TPIXXSTATE ST INST TR PL MM-PREM
0.97%
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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19% overlap
DDXX vs DDVDefined Duration 5 ETF
14% overlap
BETFX vs ACALXAdvisors Capital Active All Cap Fund
14% 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.