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 | Virtus AlphaSimplex Global Macro ETF | 38% | — | — |
| 2 | Princeton Adaptive Premium Fund diff. adviser | 37% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 3 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 34% | 0.07% | Global X Management Company LLC |
| 4 | Embark Commodity Strategy Fund · ECSQX, ECSWX cheaper diff. adviser | 32% | 0.71% | Harbor Capital Advisors, Inc. |
| 5 | International Income Portfolio diff. adviser | 31% | — | Boston Management and Research |
| 6 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 29% | 0.09% | BlackRock Fund Advisors |
| 7 | Wisdom Short Term Government Fund · SLWTX cheaper diff. adviser | 27% | 0.23% | Wisdom Fixed Income Management, LLC |
| 8 | Rareview Government Money Market ETF | 26% | — | — |
| 9 | Diversified Macro Fund · JDJRX, JDJAX, JDJCX, JDJIX diff. adviser | 25% | 1.25% | John Hancock Investment Management LLC |
| 10 | iShares Bloomberg Roll Select Commodity Strategy ETF · CMDY cheaper diff. adviser | 20% | 0.28% | BlackRock Fund Advisors |
| 11 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 20% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 12 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 20% | 0.03% | BondBloxx Investment Management Corporation |
| 13 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 20% | 0.15% | BlackRock Fund Advisors |
| 14 | BlackRock Global Equity Market Neutral Fund diff. adviser | 20% | 1.29% | BlackRock Advisors, LLC |
| 15 | iShares Enhanced Roll Yield Index Fund cheaper diff. adviser | 20% | 0.01% | BlackRock Fund Advisors |
| 16 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 19% | 0.08% | Invesco Capital Management LLC |
| 17 | iShares Systematic Alternatives Active ETF | 19% | 0.99% | — |
| 18 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 19 | ProShares UltraPro Short Russell2000 · SRTY diff. adviser | 17% | 0.95% | PROSHARE ADVISORS LLC |
| 20 | The Fairholme Focused Income Fund · FOCIX diff. adviser | 17% | 1.01% | Fairholme Capital Management, LLC |
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