Fund comparison · from official SEC filings
BTSAX vs DYFI: how much do they overlap?
BTS Managed Income Fund and IDX Dynamic Fixed Income ETF
vs
Shared holdings
Company
BTSAX
DYFI
I
IEFISHARES 7-10 YEAR TREASURY B
5.94%
10.05%
J
JAAAJANUS HENDERSON AAA CLO ETF
5.95%
5.02%
Only in BTSAX
F
FIGXXFIDELITY INV MMKT GOVT-I
30.59%
T
TFLOISHARES TREASURY FLOATING RA
11.89%
J
JEPIJPMORGAN EQUITY PREMIUM INCO
7.94%
S
SRLNSS BLACKSTONE SR LOAN ETF
7.93%
A
AGZISHARES AGENCY BOND ETF
5.93%
N
NOBLPROSHARES S&P 500 DIVIDEND A
3.98%
V
VGTVANGUARD INFO TECH ETF
3.98%
I
IYMISHARES U.S. BASIC MATERIALS
3.97%
P
PCEFINVESCO CEF INCOME COMPOSITE
3.97%
J
JBBBJANUS HENDERSON B-BBB CLO ET
3.97%
S
SJNKSS SPDR BB ST HI YIELD ETF
3.96%
Only in DYFI
P
PYLDPIMCO MULTISECTOR BOND ACTV
17.76%
B
BILSS SPDR BB 1-3M T-BILL ETF
15.08%
A
ANGLVANECK FALLEN ANGEL HIGH YLD
12.82%
S
SHYISHARES 1-3 YEAR TREASURY BO
10.06%
M
MTBASIMPLIFY MBS ETF
10.02%
I
IEIISHARES 3-7 YEAR TREASURY BO
8.05%
I
IGSBISHARES 1-5Y INV GRADE CORP
6.05%
H
HYGISHR IBX USD HIYLD CB ETF-UI
5.09%
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20% overlap
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18% overlap
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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.