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 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 23% | 2.03% | AC FUNDS LLC |
| 2 | iShares iBonds 1-5 Year Corporate Ladder ETF · LDRC cheaper diff. adviser | 20% | 0.10% | BlackRock Fund Advisors |
| 3 | Cambria Tail Risk ETF · TAIL cheaper diff. adviser | 6% | 0.59% | Cambria Investment Management, L.P. |
| 4 | Catalyst Buffered Shield Fund · SHIEX, SHINX, SHIIX | 6% | 1.35% | — |
| 5 | Optima Strategic Credit Fund diff. adviser | 6% | 2.10% | Optima Asset Management LLC |
| 6 | Vest 10 Year Interest Rate Hedge ETF · RYSE diff. adviser | 6% | 0.94% | VEST FINANCIAL LLC |
| 7 | Vest 2 Year Interest Rate Hedge ETF · HYKE diff. adviser | 6% | 0.93% | VEST FINANCIAL LLC |
| 8 | Valkyrie Bitcoin Futures Leveraged Strategy ETF · BTFX | 6% | 1.86% | — |
| 9 | Aptus Large Cap Upside ETF · UPSD | 6% | 0.79% | Aptus Capital Advisors, LLC |
| 10 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 6% | 2.03% | AlphaCentric Advisors LLC |
| 11 | Fundamentals First ETF diff. adviser | 5% | 1.09% | Mason Capital Partners |
| 12 | Aptus January Buffer ETF · JANB cheaper | 5% | 0.25% | — |
| 13 | Aptus Deferred Income ETF · DEFR | 5% | 0.79% | — |
| 14 | Aptus July Buffer ETF · JULB cheaper | 5% | 0.25% | — |
| 15 | Aptus October Buffer ETF · OCTB cheaper | 4% | 0.25% | — |
| 16 | Aptus April Buffer ETF · APRB cheaper | 4% | 0.25% | — |
| 17 | BMC FUND INC | 4% | — | — |
| 18 | Saba Capital Income & Opportunities Fund | 4% | — | — |
| 19 | Saba Capital Income & Opportunities Fund II | 4% | — | — |
| 20 | HERZFELD CREDIT INCOME FUND, INC | 4% | — | — |
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