Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BTSIX vs HMXAX
Shared holdings
1
BTSIX covered by HMXAX
18.70%
HMXAX covered by BTSIX
18.70%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BTSIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MONEYMKT | 30.59% | |
| ISHARES TREASURY FLOATING RATE BOND ETF | 11.89% | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 7.94% | |
| STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 7.93% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 5.95% | |
| ISHARES 7-10 YEAR TSY. BD | 5.94% | |
| ISHARES AGENCY BOND ETF | 5.93% | |
| ProShares S&P 500 Dividend Aristocrats ETF | 3.98% | |
| VANGUARD INF T E | 3.98% | |
| ISHARES U.S. BASIC MATERI | 3.97% | |
| INVESCO CEF INCO | 3.97% | |
| Janus Henderson B-BBB CLO ETF - Class USD INC | 3.97% | |
| State Street SPDR Bloomberg Short Term High Yield Bond ETF | 3.96% |
HMXAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 61.36% | |
| MONEYMKT | 18.70% | |
| USDpZARc Digi 17.50 DKO | 15.60% | |
| US ULTRA BOND CBT Sep25 | 4.22% | |
| CBOE Volatility Index Futures Contracts | 0.13% | |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.00% |
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