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 | Vest 10 Year Interest Rate Hedge ETF · RYSE cheaper | 94% | 0.94% | VEST FINANCIAL LLC |
| 2 | Optima Strategic Credit Fund | 91% | 2.10% | Optima Asset Management LLC |
| 3 | Vest 2 Year Interest Rate Hedge ETF · HYKE cheaper | 91% | 0.93% | VEST FINANCIAL LLC |
| 4 | WESTWOOD QUALITY ALLCAP FUND · WQAUX, WQAIX cheaper | 83% | 0.45% | Westwood Management Corp. |
| 5 | T-Rex 2X Long Bitcoin Daily Target ETF · BTCL cheaper | 83% | 0.95% | Tuttle Capital Management, LLC |
| 6 | Fortuna Hedged Bitcoin Fund · HBTC cheaper | 83% | 1.75% | — |
| 7 | T-Rex 2X Inverse Bitcoin Daily Target ETF · BTCZ cheaper | 81% | 0.95% | Tuttle Capital Management, LLC |
| 8 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX | 66% | 2.03% | AlphaCentric Advisors LLC |
| 9 | Valkyrie Bitcoin and Ether Strategy ETF · BTF cheaper | 45% | 1.27% | — |
| 10 | Catalyst/Aspect Enhanced Multi-Asset Fund · CASIX, CASAX, CASCX | 41% | 2.04% | — |
| 11 | Catalyst/Welton Advantage Multi-Strategy Fund · CWEAX, CWECX, CWEIX | 37% | 2.02% | — |
| 12 | LHA Risk-Managed Income ETF · RMIF cheaper | 33% | 1.68% | Little Harbor Advisors, LLC |
| 13 | Destiny Tech100 Inc. | 31% | — | — |
| 14 | Oaktree Asset-Backed Income Private Placement Fund Inc. | 29% | — | — |
| 15 | Catalyst/Perini Strategic Income Fund | 28% | — | — |
| 16 | Cambria Cannabis ETF · TOKE cheaper | 24% | 0.44% | Cambria Investment Management, L.P. |
| 17 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX cheaper | 23% | 1.78% | North Square Investments, LLC |
| 18 | AlphaCentric Real Income Fund · SIIIX, SIIAX, SIICX cheaper | 22% | 1.51% | AlphaCentric Advisors LLC |
| 19 | Catalyst Systematic Alpha Fund · ATRAX, ATRCX, ATRFX cheaper | 19% | 1.85% | — |
| 20 | ABSOLUTE CONVERTIBLE ARBITRAGE FUND · ARBOX, ARBIX cheaper | 18% | 1.47% | Absolute Investment Advisers LLC |
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