Fund comparison · from official SEC filings
BLUX vs BVAL: how much do they overlap?
Bluemonte Dynamic Total Market ETF and Bluemonte Large Cap Value ETF
vs
Shared holdings
Company
BLUX
BVAL
S
SPYMSTE STR SPDR PT S&P 500 ETF
48.52%
15.47%
Only in BLUX
V
VTWOVANGUARD RUSSELL 2000 ETF
30.91%
I
ISCVISHARES MORNINGSTAR SMALL-CA
15.31%
S
SCHASCHWAB US SMALL-CAP ETF
5.26%
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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BLUX vs XDIVRoundhill S&P 500 No Dividend Target ETF
49% overlap
BLUX vs BUYWMain Buywrite ETF
41% overlap
BLUX vs BLUCBluemonte Large Cap Core ETF
40% overlap
BLUX vs BINTBluemonte Global Equity ETF
29% overlap
BVAL vs BINTBluemonte Global Equity ETF
15% overlap
BVAL vs BLUCBluemonte Large Cap Core ETF
15% 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.