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 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX | 43% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 2 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX | 41% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 3 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX | 37% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 4 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX | 36% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper | 36% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX cheaper diff. adviser | 30% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 7 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX | 29% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 8 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX diff. adviser | 20% | 1.48% | Boston Partners Global Investors, Inc. |
| 9 | Manor Bond Fund · MNRBX cheaper diff. adviser | 18% | 0.95% | Smithbridge Asset Management, Inc |
| 10 | Invesco V.I. Balanced-Risk Allocation Fund cheaper diff. adviser | 18% | 0.88% | Invesco Advisers, Inc. |
| 11 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 18% | 0.35% | Invesco Capital Management LLC |
| 12 | Invesco BulletShares 2025 Corporate Bond ETF · BSCP cheaper diff. adviser | 18% | 0.10% | Invesco Capital Management LLC |
| 13 | Invesco BulletShares 2025 High Yield Corporate Bond ETF · BSJP cheaper diff. adviser | 18% | 0.42% | Invesco Capital Management LLC |
| 14 | Amplify Bitcoin Max Income Covered Call ETF · BAGY cheaper | 18% | 0.65% | — |
| 15 | Amplify Ethereum Max Income Covered Call ETF cheaper | 18% | 0.75% | — |
| 16 | Amplify XRP 3% Monthly Premium Income ETF cheaper | 18% | 0.75% | — |
| 17 | Invesco Agency MBS ETF cheaper | 17% | 0.22% | — |
| 18 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX cheaper diff. adviser | 17% | 0.98% | Invesco Advisers, Inc. |
| 19 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ cheaper diff. adviser | 16% | 0.43% | Invesco Capital Management LLC |
| 20 | Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund cheaper diff. adviser | 15% | 0.71% | Goldman Sachs Asset Management, L.P. |
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