Fund comparison · from official SEC filings
EQTYX vs MODRX: how much do they overlap?
WisdomTree Siegel Global Equity Digital Fund and WisdomTree Siegel Moderate Digital Fund
vs
EQTYX and MODRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
EQTYX
MODRX
D
DGRWWISDOMTREE U.S. QUALITY DIVI
19.04%
14.09%
D
DTDWISDOMTREE US TOTAL DIVIDEND
14.87%
9.10%
I
IVVISHARES CORE S&P 500 ETF
14.15%
7.69%
V
VYMIVANGUARD INT HIGH DVD YLD IN
10.73%
7.24%
D
DEMWISDOMTREE EMERGING MARKETS
8.34%
5.11%
V
VYMVANGUARD HIGH DVD YIELD ETF
8.10%
4.97%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.99%
4.08%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
5.11%
2.92%
D
DXJWISDOMTREE JAPAN HEDGED EQ
4.77%
2.94%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.01%
3.07%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.88%
2.98%
Only in EQTYX
Nothing exclusive.
Only in MODRX
A
AGGYWISDOMTREE YIELD ENHANCED US
15.73%
M
MTGPWISDOMTREE MTGE PLUS BOND
8.98%
T
TLHISHARES 10-20 YEAR TREASURY
5.40%
Q
QHYWISDOMTREE US HIGH YIELD COR
2.41%
E
ELDWISDOMTREE EMRG MKTS DEBT
1.91%
U
USFRWISDOMTREE FLOATING RATE TRE
1.38%
Hold EQTYX and MODRX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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14% overlap
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14% overlap
EQTYX vs AGTFXMorningstar Aggressive Growth ETF Asset Allocation Portfolio
14% overlap
EQTYX vs AOAiShares Core 80/20 Aggressive Allocation ETF
14% 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.