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 | NEOS Enhanced Income Credit Select ETF · HYBI cheaper diff. adviser | 60% | 0.68% | NEOS Investment Management, LLC |
| 2 | FIS Faith Income ETF · FTHB cheaper | 35% | 0.65% | — |
| 3 | VanEck Commodity Strategy ETF · PIT cheaper diff. adviser | 33% | 0.55% | Van Eck Absolute Return Advisers Corporation |
| 4 | Spectrum Unconstrained Fund · SUNBX diff. adviser | 27% | 3.46% | Advisors Preferred, LLC |
| 5 | AXS Adaptive Plus Fund · AXSPX, AXSVX | 25% | 1.99% | — |
| 6 | Spectrum Low Volatility Fund · SVARX, SVASX diff. adviser | 22% | 2.81% | Advisors Preferred, LLC |
| 7 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 21% | 1.76% | Campbell & Company Investment Adviser LLC |
| 8 | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF · MMKT cheaper diff. adviser | 19% | 0.20% | Texas Capital Bank Private Wealth Advisors |
| 9 | Simplify Interest Rate Hedge ETF · PFIX cheaper diff. adviser | 19% | 0.50% | Simplify Asset Management Inc. |
| 10 | Simplify Multi-QIS Alternative ETF · QIS diff. adviser | 18% | 1.21% | Simplify Asset Management Inc. |
| 11 | Simplify Currency Strategy ETF cheaper diff. adviser | 18% | 0.81% | Simplify Asset Management Inc. |
| 12 | Simplify High Yield ETF · CDX cheaper diff. adviser | 16% | 0.25% | Simplify Asset Management Inc. |
| 13 | Simplify Ancorato Target 25 Distribution ETF · XXV cheaper | 15% | 0.85% | — |
| 14 | Doubleline Shiller Enhanced International CAPE · DSEUX, DLEUX cheaper diff. adviser | 15% | 0.67% | DoubleLine Capital LP |
| 15 | PIMCO Low Duration Fund II · PLDTX, PDFAX cheaper diff. adviser | 14% | 0.52% | Pacific Investment Management Company LLC |
| 16 | Navigator Tactical Investment Grade Bond Fund · NTIIX cheaper diff. adviser | 13% | 1.06% | Clark Capital Management Group, Inc. |
| 17 | PIMCO Low Duration Portfolio · VPVLDDV, VPVLDIV, VPVLDVV cheaper diff. adviser | 13% | 0.52% | Pacific Investment Management Company LLC |
| 18 | Simplify China A Shares PLUS Income ETF cheaper diff. adviser | 13% | 0.88% | Simplify Asset Management Inc. |
| 19 | Simplify Target 15 Distribution ETF cheaper diff. adviser | 13% | 0.75% | Simplify Asset Management Inc. |
| 20 | PIMCO Low Duration ESG Fund · PLDIX, PLUPX cheaper diff. adviser | 13% | 0.61% | Pacific Investment Management Company LLC |
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