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 | VanEck Mortgage REIT Income ETF · MORT cheaper diff. adviser | 31% | 0.42% | Van Eck Associates Corporation |
| 2 | iShares Mortgage Real Estate ETF · REM cheaper diff. adviser | 29% | 0.48% | BlackRock Fund Advisors |
| 3 | Invesco KBW High Dividend Yield Financial ETF · KBWD diff. adviser | 21% | 5.39% | Invesco Capital Management LLC |
| 4 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 17% | 4.16% | — |
| 5 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 17% | 4.34% | WisdomTree Asset Management, Inc. |
| 6 | Hoya Capital High Dividend Yield ETF · RIET cheaper diff. adviser | 14% | 0.50% | Hoya Capital Real Estate, LLC |
| 7 | Simplify Opportunistic Income ETF · CRDT cheaper diff. adviser | 10% | 0.99% | Simplify Asset Management Inc. |
| 8 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX diff. adviser | 9% | 3.61% | LoCorr Fund Management LLC |
| 9 | GraniteShares HIPS U.S. High Income ETF cheaper diff. adviser | 8% | 1.17% | GraniteShares Advisors LLC |
| 10 | Atlas U.S. Tactical Income Fund diff. adviser | 7% | 5.95% | Atlas Asset Management, LLC |
| 11 | Invesco S&P SmallCap High Dividend Low Volatility ETF · XSHD cheaper diff. adviser | 6% | 0.30% | Invesco Capital Management LLC |
| 12 | Global X SuperDividend REIT ETF · SRET cheaper diff. adviser | 6% | 0.58% | Global X Management Company LLC |
| 13 | Multi-Asset Diversified Income Index Fund · MDIV cheaper | 5% | 0.71% | — |
| 14 | Goose Hollow Tactical Allocation ETF · GHTA | 5% | 1.77% | — |
| 15 | Virtus U.S. Dividend ETF · VUS cheaper | 5% | 0.25% | — |
| 16 | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 5% | — | — |
| 17 | NEXPOINT REAL ESTATE STRATEGIES FUND | 5% | — | — |
| 18 | Highland Opportunities and Income Fund | 5% | — | — |
| 19 | Global X SuperDividend ETF · SDIV cheaper diff. adviser | 5% | 0.58% | Global X Management Company LLC |
| 20 | Smart Earnings Growth 30 ETF · SGRT cheaper diff. adviser | 4% | 0.59% | Tidal Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.