Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Reckoner Leveraged AAA CLO ETF · RAAA | 5% | — | — |
| 2 | Eldridge AAA CLO ETF · CLOX | 5% | 0.20% | — |
| 3 | PGIM AAA CLO ETF · PAAA cheaper | 4% | 0.19% | PGIM INVESTMENTS LLC |
| 4 | Janus Henderson AAA CLO ETF · JAAA | 4% | 0.20% | Janus Henderson Investors US LLC |
| 5 | Fidelity AAA CLO ETF · FAAA cheaper | 4% | 0.00% | — |
| 6 | iShares AAA CLO Active ETF | 4% | 0.20% | BlackRock Fund Advisors |
| 7 | Palmer Square CLO Senior Debt ETF | 3% | 0.21% | Palmer Square Capital Management LLC |
| 8 | Columbia Core Plus Bond ETF · CRXP | 3% | 0.38% | — |
| 9 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX | 3% | 0.67% | DoubleLine Capital LP |
| 10 | Alternative Access First Priority CLO Bond ETF · AAA cheaper | 3% | 0.19% | ALTERNATIVE ACCESS FUNDS, LLC |
| 11 | Invesco AAA CLO Floating Rate Note ETF cheaper | 2% | 0.19% | Invesco Capital Management LLC |
| 12 | Hartford AAA CLO ETF · TRPA | 2% | 0.24% | Hartford Funds Management Company, LLC |
| 13 | AVIP Bond Portfolio | 2% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 14 | Multisector Bond SMA Completion Portfolio · MBSAX cheaper | 1% | 0.00% | — |
| 15 | Nuveen AA-BBB CLO ETF · NCLO | 1% | 0.26% | Nuveen Fund Advisors, LLC |
| 16 | JNL/DoubleLine Shiller Enhanced CAPE Fund | 1% | 0.68% | Jackson National Asset Management, LLC |
| 17 | BlackRock Income Fund | 1% | 0.59% | BlackRock Advisors, LLC |
| 18 | AVIP Constellation Dynamic Risk Balanced Portfolio | 1% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 19 | LVIP Fidelity Institutional AM(R) Total Bond Fund | 1% | 0.51% | Lincoln Financial Investments Corporation |
| 20 | State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF · STOT | 1% | 0.45% | SSGA Funds Management, Inc. |
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