Fund comparison · from official SEC filings
BSVIX vs BTPIX: how much do they overlap?
Baird Equity Opportunity Fund and WESTWOOD BROADMARK TACTICAL PLUS FUND
vs
Shared holdings
Company
BSVIX
BTPIX
F
FGUXXFIRST AM GOVT OBLIG-U
6.30%
67.24%
?
—N/A
0.08%
3.81%
Only in BSVIX
S
SRADSPORTRADAR GROUP AG-A
6.94%
G
GSATGLOBALSTAR INC
6.17%
V
VYXNCR VOYIX CORP
5.49%
R
RBCRBC BEARINGS INC
5.43%
B
BILLBILL HOLDINGS INC
5.36%
H
HQYHEALTHEQUITY INC
4.56%
?
—Mister Car Wash Inc
4.20%
N
NCLHNORWEGIAN CRUISE LINE HOLDIN
4.07%
X
XBISS SPDR S&P BIOTECH ETF
3.89%
C
CDRECADRE HOLDINGS INC
3.77%
V
VMIVALMONT INDUSTRIES
3.68%
H
HAYWHAYWARD HOLDINGS INC
3.66%
M
MMSIMERIT MEDICAL SYSTEMS INC
3.25%
T
TDYTELEDYNE TECHNOLOGIES INC
3.20%
O
OIIOCEANEERING INTL INC
3.07%
N
NEONEOGENOMICS INC
3.00%
G
GTMZOOMINFO TECHNOLOGIES INC
2.98%
C
CHYMCHIME FINANCIAL INC-CL A
2.93%
C
CSGPCOSTAR GROUP INC
2.55%
T
TOSTTOAST INC-CLASS A
2.29%
L
LIVNLIVANOVA PLC
2.23%
F
FLSFLOWSERVE CORP
2.22%
N
NOPMFNEO PERFORMANCE MATERIALS IN
1.88%
A
ALABASTERA LABS INC
1.57%
M
MSGSMADISON SQUARE GARDEN SPORTS
1.48%
Only in BTPIX
R
RSPINVESCO S&P 500 EQUAL WEIGHT
11.92%
X
XMESS SPDR S&P METALS MINING
5.44%
X
XLESS ENERGY SELECT SECTOR
4.90%
G
GDXVANECK GOLD MINERS ETF
4.31%
?
—Chicago Mercantile Exchange
2.38%
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Unwrap your portfolio →Other comparisons you might like
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64% overlap
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8% overlap
BTPIX vs ACRIXHorizon Active Risk Assist Fund
8% overlap
BTPIX vs RAAXVanEck Real Assets ETF
8% overlap
BTPIX vs CARYAngel Oak Income ETF
5% overlap
BSVIX vs BBGSXBridge Builder Small/Mid Cap Growth Fund
3% 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.