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 | Special Opportunities Fund, Inc. | 17% | — | — |
| 2 | Cohen & Steers Closed-End Opportunity Fund, Inc. | 15% | — | — |
| 3 | First Trust Income Opportunities ETF · FCEF diff. adviser | 13% | 3.69% | First Trust Advisors L.P. |
| 4 | HCM Defender 100 Index ETF · QQH cheaper diff. adviser | 11% | 0.98% | Howard Capital Management, Inc. |
| 5 | HCM Defender 500 Index ETF · LGH cheaper diff. adviser | 11% | 1.00% | Howard Capital Management, Inc. |
| 6 | Ocean Park Diversified Income ETF cheaper diff. adviser | 11% | 1.03% | Ocean Park Asset Management, LLC |
| 7 | Ocean Park High Income ETF cheaper diff. adviser | 11% | 1.07% | Ocean Park Asset Management, LLC |
| 8 | Ocean Park International ETF cheaper diff. adviser | 11% | 1.03% | Ocean Park Asset Management, LLC |
| 9 | Amplify CEF High Income ETF · YYY | 11% | 3.23% | — |
| 10 | Matisse Discounted Closed-End Fund Strategy · MDCEX diff. adviser | 10% | 3.19% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 11 | Invesco CEF Income Composite ETF · PCEF diff. adviser | 10% | 2.71% | Invesco Capital Management LLC |
| 12 | Calamos CEF Income & Arbitrage ETF diff. adviser | 9% | 3.19% | Calamos Advisors LLC |
| 13 | Modern Capital Tactical Income Fund · MCTOX, MCTDX diff. adviser | 9% | 3.15% | Modern Capital Management Co. |
| 14 | RiverNorth Opportunities Fund Inc. | 8% | — | — |
| 15 | RiverNorth Active Income ETF · CEFZ diff. adviser | 7% | 2.82% | TrueMark Investments, LLC |
| 16 | HERZFELD CREDIT INCOME FUND, INC | 6% | — | — |
| 17 | Agility Shares Managed Risk ETF · MRSK cheaper diff. adviser | 5% | 0.95% | Toews Corporation |
| 18 | Novatide Flexible Allocation ETF · NMBL cheaper | 4% | 1.99% | — |
| 19 | Leadershares Dynamic Yield ETF cheaper diff. adviser | 4% | 0.75% | Redwood Investment Management, LLC |
| 20 | Saba Capital Income & Opportunities Fund | 4% | — | — |
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