Fund comparison · from official SEC filings
LNGVX vs MODRX: how much do they overlap?
WisdomTree Siegel Longevity Digital Fund and WisdomTree Siegel Moderate Digital Fund
vs
LNGVX and MODRX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
LNGVX
MODRX
A
AGGYWISDOMTREE YIELD ENHANCED US
14.30%
15.73%
D
DGRWWISDOMTREE U.S. QUALITY DIVI
7.68%
14.09%
D
DTDWISDOMTREE US TOTAL DIVIDEND
13.50%
9.10%
V
VYMIVANGUARD INT HIGH DVD YLD IN
8.66%
7.24%
I
IVVISHARES CORE S&P 500 ETF
7.53%
7.69%
D
DEMWISDOMTREE EMERGING MARKETS
7.36%
5.11%
S
SPMDSS SPDR P S&P 400 MIDCAP ETF
6.55%
4.08%
V
VYMVANGUARD HIGH DVD YIELD ETF
6.13%
4.97%
D
DGRSWISDOMTREE U.S. SMALLCAP QUA
4.12%
2.92%
B
BBEUJPMORGAN BETABUILDERS EUROPE
4.04%
3.07%
I
IQDGWISDOMTREE INTL QLTY DVD GRW
3.94%
2.98%
Q
QHYWISDOMTREE US HIGH YIELD COR
3.81%
2.41%
D
DXJWISDOMTREE JAPAN HEDGED EQ
3.61%
2.94%
Only in LNGVX
W
WTMFWISDOMTREE MGD FUTURES STRAT
5.09%
P
PFFDGLOBAL X US PREFERRED ETF
3.68%
Only in MODRX
M
MTGPWISDOMTREE MTGE PLUS BOND
8.98%
T
TLHISHARES 10-20 YEAR TREASURY
5.40%
E
ELDWISDOMTREE EMRG MKTS DEBT
1.91%
U
USFRWISDOMTREE FLOATING RATE TRE
1.38%
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Unwrap your portfolio →Other comparisons you might like
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73% overlap
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64% overlap
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10% overlap
MODRX vs AFQSXAlpha Fiduciary Quantitative Strategy Fund
8% overlap
MODRX vs AGTFXMorningstar Aggressive Growth ETF Asset Allocation Portfolio
8% overlap
MODRX vs AMFEXAAMA EQUITY FUND
8% 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.