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 | First Trust Mortgage Income Fund | 11% | — | — |
| 2 | First Trust Structured Credit Income Opportunities ETF · SCIO | 10% | 0.86% | First Trust Advisors L.P. |
| 3 | First Trust Securitized Plus ETF · DEED | 8% | 0.76% | First Trust Advisors L.P. |
| 4 | First Trust Core Investment Grade ETF · FTCB | 6% | 0.56% | First Trust Advisors L.P. |
| 5 | First Trust Low Duration Opportunities ETF · LMBS | 4% | 0.66% | First Trust Advisors L.P. |
| 6 | First Trust Intermediate Government Opportunities ETF · MGOV | 4% | — | First Trust Advisors L.P. |
| 7 | Virtus Newfleet CMBS MACS · VMAEX cheaper diff. adviser | 3% | 0.00% | Virtus Investment Advisers, LLC |
| 8 | Western Asset SMASh Series M Fund · LMSMX cheaper diff. adviser | 3% | 0.00% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Penn Series Limited Maturity Bond Fund diff. adviser | 3% | 0.73% | Penn Mutual Asset Management, LLC |
| 10 | iShares Securitized Income Active ETF cheaper | 2% | 0.40% | — |
| 11 | Forum Real Estate Income Fund | 2% | — | — |
| 12 | GMO Opportunistic Income Fund · GMODX, GMOHX, GMOLX, GAAAX diff. adviser | 2% | 0.49% | Grantham Mayo van Otterloo & Co LLC |
| 13 | State Street(R) Ultra Short Term Bond ETF · ULST cheaper diff. adviser | 2% | 0.20% | SSGA Funds Management, Inc. |
| 14 | Apollo Diversified Real Estate Fund | 2% | — | — |
| 15 | Forester Value Fund · FVALX, FVILX, FVRLX diff. adviser | 2% | 1.01% | Forester Capital Management, Ltd. |
| 16 | First Trust S&P REIT Index Fund · FRI | 2% | 0.49% | First Trust Advisors L.P. |
| 17 | First Trust North American Energy Infrastructure Fund · EMLP | 2% | 0.95% | First Trust Advisors L.P. |
| 18 | First Trust Senior Loan Fund · FTSL | 2% | 0.70% | First Trust Advisors L.P. |
| 19 | First Trust Managed Futures Strategy Fund · FMF | 2% | 0.99% | First Trust Advisors L.P. |
| 20 | First Trust Short Duration High Income Fund · FDHAX, FDHCX, FDHIX | 2% | 1.00% | First Trust Advisors L.P. |
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