Fund comparison · from official SEC filings

EQTYX vs LNGVX: how much do they overlap?

WisdomTree Siegel Global Equity Digital Fund and WisdomTree Siegel Longevity Digital Fund
Holdings overlap
73%
of assets, by weight
Shared positions
11
of 11 / 15 holdings
EQTYX expense ratio
0.40%
net, per year
LNGVX expense ratio
0.42%
net, per year
EQTYX and LNGVX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EQTYX
LNGVX
D
DGRWWISDOMTREE U.S. QUALITY DIVI
19.04%
7.68%
D
DTDWISDOMTREE US TOTAL DIVIDEND
14.87%
13.50%
I
IVVISHARES CORE S&P 500 ETF
14.15%
7.53%
V
VYMIVANGUARD INT HIGH DVD YLD IN
10.73%
8.66%
D
DEMWISDOMTREE EMERGING MARKETS
8.34%
7.36%
V
VYMVANGUARD HIGH DVD YIELD ETF
8.10%
6.13%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.99%
6.55%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
5.11%
4.12%
D
DXJWISDOMTREE JAPAN HEDGED EQ
4.77%
3.61%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.01%
4.04%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.88%
3.94%
Only in EQTYX
Nothing exclusive.
Only in LNGVX
A
AGGYWISDOMTREE YIELD ENHANCED US
14.30%
W
WTMFWISDOMTREE MGD FUTURES STRAT
5.09%
Q
QHYWISDOMTREE US HIGH YIELD COR
3.81%
P
PFFDGLOBAL X US PREFERRED ETF
3.68%
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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.
EQTYX vs LNGVX: 73% holdings overlap — Unwrap.Fund