Fund comparison · from official SEC filings

BLUI vs LDSF: how much do they overlap?

Bluemonte Diversified Income ETF and First Trust Low Duration Strategic Focus ETF
Holdings overlap
6%
of assets, by weight
Shared positions
1
of 7 / 8 holdings
BLUI expense ratio
0.75%
net, per year
LDSF expense ratio
0.87%
net, per year
Shared holdings
Company
BLUI
LDSF
F
FTSLFIRST TRUST SENIOR LOAN ETF
9.87%
6.48%
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 LDSF
L
LMBSFIRST TRUST LOW DURATION OPP
37.82%
F
FSIGFT LTD DURATION INV GRADE
34.81%
H
HYLSFT TACTICAL HIGH YIELD ETF
12.04%
F
FEMBFIRST TRUST EMERGING MARKETS
3.06%
F
FTSMFIRST TRUST ENH SHORT MAT FD
2.98%
F
FPEIFIRST TRUST INSTITUTIONAL PR
2.52%
M
MISXXMSILF TREASURY PORT-INST
0.29%
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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.