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Fund comparison · from official SEC filings

BLUC vs BVAL: how much do they overlap?

Bluemonte Large Cap Core ETF and Bluemonte Large Cap Value ETF
Holdings overlap
15%
of assets, by weight
Shared positions
1
of 4 / 4 holdings
BLUC expense ratio
0.23%
net, per year
BVAL expense ratio
0.24%
net, per year
Shared holdings
Company
BLUC
BVAL
S
SPYMSTE STR SPDR PT S&P 500 ETF
40.39%
15.47%
Only in BLUC
V
VUGVANGUARD GROWTH ETF
34.71%
I
ILCBISHARES MORNINGSTAR U.S. EQU
19.94%
V
VTVVANGUARD VALUE ETF
4.96%
Only in BVAL
S
SPYVSS SPDR P S&P 500 VALUE ETF
34.23%
S
SCHVSCHWAB US LARGE-CAP VALUE
29.96%
V
VONVVANGUARD RUSSELL 1000 VALUE
20.33%
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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.