Fund comparison · from official SEC filings
BLUI vs BNDAX: how much do they overlap?
Bluemonte Diversified Income ETF and Tactical Income Fund
vs
Shared holdings
Company
BLUI
BNDAX
J
JNKSS SPDR BB HIGH YIELD BOND
19.98%
8.58%
Only in BLUI
B
BONDPIMCO ACTIVE BOND EXCHANGE-T
19.76%
M
MFSBMFS ACTIVE CORE PLUS BOND
19.70%
C
CSREC&S REAL ESTATE ACTIVE ETF
10.84%
M
MLPAGLOBAL X MLP ETF
10.01%
F
FTSLFIRST TRUST SENIOR LOAN ETF
9.87%
C
CSPFC&S PREF & INCOME ACTIVE ETF
9.84%
Only in BNDAX
F
FIQTXFIDELITY ADV CAP & INC-Z
16.21%
M
MDFXXMEEDER GOVERNMENT MMRKT-F
15.07%
P
PFIIXPIMCO LOW DURATION INC-INST
13.90%
D
DHEYXDIAMOND HILL SHR DUR SEC-Y
10.63%
G
GIBIXGUGGENHEIM TOT RET BND-INST
10.43%
P
PTRQXPGIM TOTAL RETURN BOND-R6
10.43%
E
EELDXEATON VANCE E/M DBT OPP-R
9.73%
T
TLTISHARES 20+ YEAR TREASURY BD
5.02%
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7% overlap
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7% overlap
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6% 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.