Fund comparison · from official SEC filings

BUAGX vs SPYQ: how much do they overlap?

Vest US Large Cap 10% Buffer Strategies Fund and Tradr 2X Long SPY Quarterly ETF
Holdings overlap
89%
of assets, by weight
Shared positions
1
of 2 / 2 holdings
BUAGX expense ratio
1.20%
net, per year
SPYQ expense ratio
0.95%
net, per year
BUAGX and SPYQ are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BUAGX
SPYQ
S
SPYSS SPDR S&P 500 ETF TRUST-US
99.46%
89.16%
Only in BUAGX
T
TOIXXFEDERATED HERMES TR OBL-INST
0.54%
Only in SPYQ
?
CFD SPDR S&P 500 ETF TRUST
10.84%
Hold BUAGX and SPYQ together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.
BUAGX vs SPYQ: 89% holdings overlap — Unwrap.Fund