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 | Regents Park Hedged Market Strategy ETF diff. adviser | 17% | 0.75% | Regents Park Funds, LLC |
| 2 | Anfield Enhanced Market ETF | 17% | 1.21% | — |
| 3 | Princeton Premium Fund diff. adviser | 12% | 1.96% | PRINCETON FUND ADVISORS, LLC |
| 4 | Goldman Sachs Access Treasury 0-1 Year ETF · GBIL cheaper diff. adviser | 12% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 5 | Roundhill Weekly T-Bill ETF · WEEK cheaper diff. adviser | 12% | 0.19% | Roundhill Financial Inc |
| 6 | Simplify Currency Strategy ETF diff. adviser | 11% | 0.81% | Simplify Asset Management Inc. |
| 7 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 11% | 0.06% | DBX Advisors LLC |
| 8 | Simplify US Equity PLUS Managed Futures Strategy ETF cheaper | 11% | 0.10% | — |
| 9 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 11% | 0.07% | The Vanguard Group, Inc. |
| 10 | Simplify Interest Rate Hedge ETF · PFIX diff. adviser | 10% | 0.50% | Simplify Asset Management Inc. |
| 11 | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND · UGSDX diff. adviser | 10% | 1.30% | U.S. Global Investors, Inc. |
| 12 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 9% | 0.08% | Invesco Capital Management LLC |
| 13 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 14 | Simplify Multi-QIS Alternative ETF · QIS diff. adviser | 8% | 1.21% | Simplify Asset Management Inc. |
| 15 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 8% | 0.05% | — |
| 16 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX diff. adviser | 8% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 17 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX diff. adviser | 8% | 1.03% | Clark Capital Management Group, Inc. |
| 18 | Invesco BulletShares 2026 Corporate Bond ETF · BSCQ cheaper diff. adviser | 8% | 0.10% | Invesco Capital Management LLC |
| 19 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 8% | 0.14% | SSGA Funds Management, Inc. |
| 20 | JOHNSON ENHANCED RETURN FUND · JENHX cheaper diff. adviser | 7% | 0.35% | Johnson Investment Counsel, Inc. |
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