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Fund comparison · from official SEC filings

BTPIX vs CARY: how much do they overlap?

WESTWOOD BROADMARK TACTICAL PLUS FUND and Angel Oak Income ETF
Holdings overlap
5%
of assets, by weight
Shared positions
2
of 7 / 700 holdings
BTPIX expense ratio
1.17%
net, per year
CARY expense ratio
0.80%
net, per year
Shared holdings
Company
BTPIX
CARY
F
FGUXXFIRST AM GOVT OBLIG-U
67.24%
5.20%
?
—N/A
3.81%
-0.22%
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%
Only in CARY
F
FR RQ0094FR RQ0094
1.42%
F
FHMS KF170 ASFHMS KF170 AS
1.37%
F
FHMS K.176 A1FHMS K-176 A1
1.17%
F
FHMS KF171 ASFHMS KF171 AS
0.91%
F
FHMS KF169 ASFHMS KF169 AS
0.91%
B
BKLNINVESCO SENIOR LOAN ETF
0.91%
U
UNLOK 2023-1 BUNLOK 2023-1 B
0.90%
F
FR SD8492FR SD8492
0.81%
F
FHMS K553 A2FHMS K553 A2
0.68%
F
FN CA4149FN CA4149
0.66%
V
VSTA 2024.CES2 B2VSTA 2024-CES2 B2
0.66%
G
GRADE 2026-NPL1 A1GRADE 2026-NPL1 A1
0.64%
F
FR SD8516FR SD8516
0.60%
F
FR SL2624FR SL2624
0.58%
F
FR SD8506FR SD8506
0.58%
P
PRET 2025-RPL2 M1PRET 2025-RPL2 M1
0.55%
F
FN FA4836FN FA4836
0.54%
F
FR SL4432FR SL4432
0.54%
C
CHMML 2019.1A ARCHMML 2019-1A AR
0.50%
C
CPS 2024-A ECPS 2024-A E
0.49%
M
MFT 2023-1A DMFT 2023-1A D
0.49%
F
FN FS9409FN FS9409
0.48%
B
BMIR 2025.1 M2BMIR 2025-1 M2
0.48%
F
FN CB7336FN CB7336
0.47%
F
FR RB5149FR RB5149
0.46%
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64% overlap
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33% overlap
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16% overlap
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8% overlap
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8% overlap
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8% 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.