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 | Amplify CEF High Income ETF · YYY cheaper | 24% | 3.23% | — |
| 2 | Calamos CEF Income & Arbitrage ETF cheaper diff. adviser | 13% | 3.19% | Calamos Advisors LLC |
| 3 | Invesco CEF Income Composite ETF · PCEF cheaper diff. adviser | 13% | 2.71% | Invesco Capital Management LLC |
| 4 | Modern Capital Tactical Income Fund · MCTOX, MCTDX cheaper diff. adviser | 11% | 3.15% | Modern Capital Management Co. |
| 5 | RiverNorth Active Income ETF · CEFZ cheaper diff. adviser | 10% | 2.82% | TrueMark Investments, LLC |
| 6 | Matisse Discounted Bond CEF Strategy · MDFIX cheaper diff. adviser | 10% | 2.42% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 7 | RiverNorth Opportunities Fund Inc. | 10% | — | — |
| 8 | Matisse Discounted Closed-End Fund Strategy · MDCEX cheaper diff. adviser | 9% | 3.19% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 9 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX cheaper | 8% | 4.16% | — |
| 10 | WisdomTree Private Credit and Alternative Income Fund · HYIN cheaper diff. adviser | 8% | 4.34% | WisdomTree Asset Management, Inc. |
| 11 | Robinson Opportunistic Income Fund · RBNAX, RBNCX, RBNNX, RBNDX cheaper diff. adviser | 8% | 2.85% | Liberty Street Advisors, Inc. |
| 12 | Virtus Private Credit Strategy ETF · VPC diff. adviser | 8% | 10.60% | Virtus Investment Advisers, LLC |
| 13 | HERZFELD CREDIT INCOME FUND, INC | 6% | — | — |
| 14 | Cohen & Steers Closed-End Opportunity Fund, Inc. | 5% | — | — |
| 15 | First Trust Income Opportunities ETF · FCEF cheaper diff. adviser | 5% | 3.69% | First Trust Advisors L.P. |
| 16 | Saba Closed-End Funds ETF · CEFS cheaper diff. adviser | 4% | 2.61% | Exchange Traded Concepts, LLC |
| 17 | GraniteShares HIPS U.S. High Income ETF cheaper diff. adviser | 4% | 1.17% | GraniteShares Advisors LLC |
| 18 | Rareview Dynamic Fixed Income ETF · RDFI cheaper | 4% | 4.23% | — |
| 19 | ICON FLEXIBLE BOND FUND · IOBAX, IOBZX cheaper diff. adviser | 3% | 0.90% | CCM Partners, LP. dba Shelton Capital Management |
| 20 | Invesco Zacks Multi-Asset Income ETF · CVY cheaper diff. adviser | 3% | 1.21% | Invesco Capital Management LLC |
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