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Anonymous
Are the companies similar between them?
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Lin Yun Heng
08 Jul 2020
Senior Analyst at Delphi
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Tan Wei Ming
03 Jul 2020
Founder and Writer at Frugal Youth Invests
43.92% of the portfolio constitutes QQQ and 80.4% of QQQ holdings are in VOO.
18.92% of the portfolio consists of XLP where 100% of XLP holdings are in VOO.
14.6% of the portfolio consists of CSPX where it is just Ireland version of VOO.
10.9% of the portfolio consists of EFA where there's NO overlap of holdings since VOO does not hold stocks listed in the US.
3.2% of the portfolio consists of IEMG where there's NO overlap of holdings for the same reason above.
These are the top holdings of the portfolio. You are only getting extra diversification for EFA and IEMG.
So my conclusion is it doesnt make sense to DCA into Syfe Equity 100.
I will recommend VT as it gives you the instant diversification worldwide.
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VOO is your plain vanilla S&P 500 ETF while Syfe's Equity100 is more of a smart beta strategy using factors such as Large Cap, Growth and low volatility. In terms of diversification, Syfe Equity 100 will be more diversified and may or may not beat the S&P 500. Only time will tell if it's better than VOO.