Fund comparison · from official SEC filings
HYIN vs VSIAX: how much do they overlap?
WisdomTree Private Credit and Alternative Income Fund and VANGUARD SMALL-CAP VALUE INDEX FUND
vs
Shared holdings
Company
HYIN
VSIAX
A
ARRARMOUR RESIDENTIAL REIT INC
3.06%
0.05%
C
CIMCHIMERA INVESTMENT CORP
3.03%
0.02%
A
ARIAPOLLO COMMERCIAL REAL ESTAT
2.98%
0.04%
A
AGNCAGNC INVESTMENT CORP
2.93%
0.27%
B
BRSPBRIGHTSPIRE CAPITAL INC
2.93%
0.01%
R
RITMRITHM CAPITAL CORP
2.91%
0.13%
L
LADRLADDER CAPITAL CORP-REIT
2.91%
0.03%
N
NLYANNALY CAPITAL MANAGEMENT IN
2.91%
0.37%
M
MFAMFA FINANCIAL INC
2.79%
0.02%
F
FBRTFRANKLIN BSP REALTY TRUST IN
2.78%
0.01%
S
STWDSTARWOOD PROPERTY TRUST INC
2.77%
0.15%
B
BXMTBLACKSTONE MORTGAGE TRU-CL A
2.75%
0.06%
A
ABRARBOR REALTY TRUST INC
2.13%
0.03%
Only in HYIN
?
—WisdomTree Treasury Money Market Digital Fund
8.13%
E
EFCELLINGTON FINANCIAL INC
3.32%
O
OXLCOXFORD LANE CAPITAL CORP
3.22%
H
HTGCHERCULES CAPITAL INC
3.02%
?
—DREY INST PREF GOV MM-M
2.99%
D
DXDYNEX CAPITAL INC
2.97%
G
GBDCGOLUB CAPITAL BDC INC
2.95%
F
FSKFS KKR CAPITAL CORP
2.94%
A
ARCCARES CAPITAL CORP
2.94%
J
JFRNUVEEN FLOATING RATE INCOME
2.91%
G
GOFGUGGENHEIM STRATEGIC OPPORT
2.91%
H
HYTBLACKROCK CORP HI YLD
2.87%
X
XEVVXEATON VANCE LTD DURAT INC
2.87%
P
PTYPIMCO CORPORATE & INCOME OPP
2.83%
P
PDIPIMCO DYNAMIC INCOME FUND
2.80%
O
OBDCBLUE OWL CAPITAL CORP
2.80%
B
BXSLBLACKSTONE SECURED LENDING F
2.73%
T
TSLXSIXTH STREET SPECIALTY LENDI
2.68%
M
MAINMAIN STREET CAPITAL CORP
2.64%
O
OTFBLUE OWL TECHNOLOGY FINANCE
2.56%
?
—DREYFUS TRSY OBLIG CASH M
0.04%
Only in VSIAX
N
NRGNRG ENERGY INC
0.75%
A
ATOATMOS ENERGY CORP
0.74%
?
—Vanguard Cmt Funds-Vanguard Market Liquidity Fund
0.69%
T
TPRTAPESTRY INC
0.69%
J
JBLJABIL INC
0.64%
U
UTHRUNITED THERAPEUTICS CORP
0.63%
F
FLEXFLEX LTD
0.58%
O
OMCOMNICOM GROUP
0.56%
W
WSMWILLIAMS-SONOMA INC
0.52%
S
SWSMURFIT WESTROCK PLC
0.50%
U
USFDUS FOODS HOLDING CORP
0.49%
C
CFCF INDUSTRIES HOLDINGS INC
0.48%
C
CHRWC.H. ROBINSON WORLDWIDE INC
0.47%
B
BGBUNGE GLOBAL SA
0.47%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.45%
M
MRNAMODERNA INC
0.43%
I
ILMNILLUMINA INC
0.43%
A
AAALCOA CORP
0.42%
H
HO1HOLOGIC INC
0.41%
O
OVVOVINTIV INC
0.41%
A
AKAMAKAMAI TECHNOLOGIES INC
0.40%
E
EMEEMCOR GROUP INC
0.40%
T
THCTENET HEALTHCARE CORP
0.40%
I
ITTITT INC
0.39%
F
FFIVF5 INC
0.39%
Hold HYIN and VSIAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
VSIAX vs VBRVANGUARD SMALL-CAP VALUE INDEX FUND
100% overlap
VSIAX vs VSMAXVANGUARD SMALL-CAP INDEX FUND
60% overlap
VSIAX vs VBVANGUARD SMALL-CAP INDEX FUND
60% overlap
VSIAX vs ISCBiShares Morningstar Small-Cap ETF
52% overlap
VSIAX vs FZIPXFidelity ZERO Extended Market Index Fund
49% overlap
VSIAX vs VEXAXVANGUARD EXTENDED MARKET INDEX FUND
42% 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.