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Fund comparison · from official SEC filings

BLUX vs XDIV: how much do they overlap?

Bluemonte Dynamic Total Market ETF and Roundhill S&P 500 No Dividend Target ETF
Holdings overlap
49%
of assets, by weight
Shared positions
1
of 4 / 1 holdings
BLUX expense ratio
0.25%
net, per year
XDIV expense ratio
0.08%
net, per year
Shared holdings
Company
BLUX
XDIV
S
SPYMSTE STR SPDR PT S&P 500 ETF
48.52%
100.00%
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 XDIV
Nothing exclusive.
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Other comparisons you might like
BLUX vs BUYWMain Buywrite ETF
41% overlap
XDIV vs BUYWMain Buywrite ETF
41% overlap
BLUX vs BLUCBluemonte Large Cap Core ETF
40% overlap
XDIV vs BLUCBluemonte Large Cap Core ETF
40% overlap
BLUX vs BINTBluemonte Global Equity ETF
29% overlap
XDIV vs BINTBluemonte Global Equity ETF
29% 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.