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 | Invesco Balanced-Risk Allocation Fund · ABRZX, ABRCX, ABRRX, ABRYX, ABRIX, ALLFX | 52% | 1.05% | Invesco Advisers, Inc. |
| 2 | Invesco V.I. Balanced-Risk Allocation Fund cheaper | 43% | 0.88% | Invesco Advisers, Inc. |
| 3 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND · EBSZX cheaper diff. adviser | 30% | 0.24% | Eubel Brady & Suttman Asset Management, Inc. |
| 4 | HUSSMAN STRATEGIC MARKET CYCLE FUND · HSGFX diff. adviser | 26% | 1.23% | Hussman Strategic Advisors, Inc. |
| 5 | Amplify Bitcoin Max Income Covered Call ETF · BAGY cheaper | 22% | 0.65% | — |
| 6 | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · PDBC cheaper diff. adviser | 22% | 0.59% | Invesco Capital Management LLC |
| 7 | HUSSMAN STRATEGIC ALLOCATION FUND · HSAFX diff. adviser | 21% | 1.29% | Hussman Strategic Advisors, Inc. |
| 8 | Invesco Managed Futures Strategy ETF · IMF cheaper diff. adviser | 20% | 0.65% | Invesco Capital Management LLC |
| 9 | Invesco Income Advantage U.S. Fund · SCAUX, SCCUX, SCRUX, SCIUX, SCNUX, SCAYX cheaper | 19% | 0.77% | Invesco Advisers, Inc. |
| 10 | Invesco Advantage International Fund cheaper | 19% | 0.85% | Invesco Advisers, Inc. |
| 11 | Invesco Agriculture Commodity Strategy No K-1 ETF cheaper diff. adviser | 19% | 0.59% | Invesco Capital Management LLC |
| 12 | Invesco Agency MBS ETF cheaper | 17% | 0.22% | — |
| 13 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX diff. adviser | 17% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 14 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 17% | 0.35% | Invesco Capital Management LLC |
| 15 | Invesco BulletShares 2025 Corporate Bond ETF · BSCP cheaper diff. adviser | 17% | 0.10% | Invesco Capital Management LLC |
| 16 | Invesco BulletShares 2025 High Yield Corporate Bond ETF · BSJP cheaper diff. adviser | 17% | 0.42% | Invesco Capital Management LLC |
| 17 | Amplify Ethereum Max Income Covered Call ETF cheaper | 17% | 0.75% | — |
| 18 | Amplify XRP 3% Monthly Premium Income ETF cheaper | 17% | 0.75% | — |
| 19 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX cheaper diff. adviser | 17% | 0.77% | Hussman Strategic Advisors, Inc. |
| 20 | Invesco Emerging Markets Local Debt Fund cheaper | 16% | 0.75% | Invesco Advisers, Inc. |
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