ETFRX Mutual Fund

NAV$20.02

AUM$19M

TER2.03%

Holdings6

ETFRX Mutual Fund

NAV$20.02

North Square Tactical Defensive Fund Class A

AUM$19M

TER2.03%

Holdings6

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Holdings Overlap Analysis

Compare ETFRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ETFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETFRX Mutual Fund Overlap Analysis

ETFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ETFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, ETFRX may share significant positions with broad-market funds.

ETFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETFRX tax-loss harvesting finds highly correlated but non-identical funds.