BTCYX Mutual Fund

NAV$19.06

AUM$1M

TER0.89%

Holdings2

See how much of BTCYX you already own

Just $25 once·$99/mo·Download sample

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BTCYX Mutual Fund

NAV$19.06

Vest Bitcoin Strategy Managed Volatility Fund Class Y

AUM$1M

TER0.89%

Holdings2

See how much of BTCYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BTCYX 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 BTCYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BTCYX Mutual Fund Overlap Analysis

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

BTCYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, BTCYX may share significant positions with broad-market funds.

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