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 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper | 26% | 0.03% | BondBloxx Investment Management Corporation |
| 2 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper | 22% | 0.14% | SSGA Funds Management, Inc. |
| 3 | VanEck CMCI Commodity Strategy ETF · CMCI cheaper | 20% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 4 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX | 19% | 2.03% | AlphaCentric Advisors LLC |
| 5 | Optima Strategic Credit Fund | 19% | 2.10% | Optima Asset Management LLC |
| 6 | Vest 10 Year Interest Rate Hedge ETF · RYSE cheaper | 19% | 0.94% | VEST FINANCIAL LLC |
| 7 | Vest 2 Year Interest Rate Hedge ETF · HYKE cheaper | 19% | 0.93% | VEST FINANCIAL LLC |
| 8 | Valkyrie Bitcoin Futures Leveraged Strategy ETF · BTFX | 19% | 1.86% | — |
| 9 | Catalyst/Aspect Enhanced Multi-Asset Fund · CASIX, CASAX, CASCX | 19% | 2.04% | — |
| 10 | Cambria Cannabis ETF · TOKE cheaper | 18% | 0.44% | Cambria Investment Management, L.P. |
| 11 | AlphaCentric Real Income Fund · SIIIX, SIIAX, SIICX cheaper | 18% | 1.51% | AlphaCentric Advisors LLC |
| 12 | Destiny Tech100 Inc. | 18% | — | — |
| 13 | Catalyst/Perini Strategic Income Fund | 18% | — | — |
| 14 | Oaktree Asset-Backed Income Private Placement Fund Inc. | 18% | — | — |
| 15 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX cheaper | 18% | 1.78% | North Square Investments, LLC |
| 16 | WESTWOOD QUALITY ALLCAP FUND · WQAUX, WQAIX cheaper | 18% | 0.45% | Westwood Management Corp. |
| 17 | Valkyrie Bitcoin and Ether Strategy ETF · BTF cheaper | 18% | 1.27% | — |
| 18 | LHA Risk-Managed Income ETF · RMIF cheaper | 18% | 1.68% | Little Harbor Advisors, LLC |
| 19 | Leverage Shares 2x Long BULL Daily ETF · BULG cheaper | 18% | 0.87% | Themes Management Company, LLC |
| 20 | Leverage Shares 2x Long CRWV Daily ETF · CRWG cheaper | 18% | 0.77% | Themes Management Company, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.