Fund comparison · from official SEC filings

BLUI vs HISF: how much do they overlap?

Bluemonte Diversified Income ETF and First Trust High Income Strategic Focus ETF
Holdings overlap
5%
of assets, by weight
Shared positions
1
of 7 / 12 holdings
BLUI expense ratio
0.75%
net, per year
HISF expense ratio
0.83%
net, per year
Shared holdings
Company
BLUI
HISF
F
FTSLFIRST TRUST SENIOR LOAN ETF
9.87%
5.01%
Only in BLUI
J
JNKSS SPDR BB HIGH YIELD BOND
19.98%
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%
C
CSPFC&S PREF & INCOME ACTIVE ETF
9.84%
Only in HISF
F
FTCBFT CORE INVESTMENT GRADE ETF
27.85%
H
HYLSFT TACTICAL HIGH YIELD ETF
10.06%
F
FIIGFT INTERMED DUR IG CORP ETF
9.98%
L
LMBSFIRST TRUST LOW DURATION OPP
9.98%
F
FIXDFIRST TRUST SMITH OPPORTUNIS
9.95%
L
LGOVFIRST TR LONG DURATION O-ETF
6.96%
F
FEMBFIRST TRUST EMERGING MARKETS
5.11%
F
FPEFT-PREFERRED SECUR & INC ETF
5.08%
S
SCIOFT STRUCT CREDIT INC OPP ETF
4.99%
F
FSIGFT LTD DURATION INV GRADE
4.99%
D
DGCXXBNY DREYFUS GOVERNMENT CASH
0.04%
Hold BLUI and HISF together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.
BLUI vs HISF: 5% holdings overlap — Unwrap.Fund