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 | Overlay Shares Municipal Bond ETF · OVM | 8% | 0.81% | — |
| 2 | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF · VTES cheaper | 7% | 0.05% | The Vanguard Group, Inc. |
| 3 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 5% | 1.01% | — |
| 4 | VANGUARD LIMITED-TERM TAX-EXEMPT FUND · VMLTX, VMLUX cheaper | 5% | 0.09% | The Vanguard Group, Inc. |
| 5 | Hotchkis and Wiley Mid-Cap Value Fund · HWMIX, HWMAX, HWMZX | 5% | 0.88% | Hotchkis and Wiley Capital Management, LLC |
| 6 | Hotchkis and Wiley Value Opportunities Fund · HWAIX, HWAAX, HWACX, HWAZX | 5% | 0.88% | Hotchkis and Wiley Capital Management, LLC |
| 7 | U.S. Global GO GOLD and Precious Metal Miners ETF · GOAU | 5% | 0.60% | U.S. Global Investors, Inc. |
| 8 | Olstein All Cap Value Fund · OFAFX, OFALX, OFAVX | 5% | 1.18% | Olstein Capital Mangement, L.P. |
| 9 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX | 5% | 1.35% | Olstein Capital Mangement, L.P. |
| 10 | Leatherback Long/short Alternative Yield ETF · LBAY | 5% | 1.20% | Tidal Investments LLC |
| 11 | U.S. Global Sea to Sky Cargo ETF · SEA | 5% | 0.60% | U.S. Global Investors, Inc. |
| 12 | Roundhill China Dragons ETF · MAGC | 5% | 0.59% | Roundhill Financial Inc |
| 13 | MFS Active Intermediate Muni Bond ETF · MFSM cheaper | 5% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | FundX Aggressive ETF · XNAV | 5% | 1.27% | — |
| 15 | FundX ETF · XCOR | 5% | 1.15% | — |
| 16 | Aspiriant Risk-Managed Municipal Bond Fund · RMMBX | 5% | 0.43% | Aspiriant, LLC |
| 17 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND · VWITX, VWIUX cheaper | 5% | 0.09% | The Vanguard Group, Inc. |
| 18 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF · VTEI cheaper | 5% | 0.08% | The Vanguard Group, Inc. |
| 19 | WAVELENGTH FUND · WAVLX | 5% | 1.26% | Wavelength Capital Management, LLC |
| 20 | Hotchkis and Wiley Large Cap Fundamental Value Fund · HWLIX, HWLAX, HWLZX | 5% | 0.85% | Hotchkis and Wiley Capital Management, LLC |
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