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 Daily Small Cap Bull 3X Shares · TNA cheaper | 56% | 1.03% | RAFFERTY ASSET MANAGEMENT, LLC |
| 2 | FT Vest U.S. Small Cap Moderate Buffer ETF - May · SMAY cheaper diff. adviser | 53% | 0.90% | First Trust Advisors L.P. |
| 3 | FT Vest U.S. Small Cap Moderate Buffer ETF - August · SAUG cheaper diff. adviser | 53% | 0.90% | First Trust Advisors L.P. |
| 4 | FT Vest U.S. Small Cap Moderate Buffer ETF - November · SNOV cheaper diff. adviser | 53% | 0.90% | First Trust Advisors L.P. |
| 5 | FT Vest U.S. Small Cap Moderate Buffer ETF - February · SFEB cheaper diff. adviser | 53% | 0.90% | First Trust Advisors L.P. |
| 6 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX cheaper | 45% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 7 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX cheaper | 41% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 8 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper | 39% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX cheaper | 37% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 10 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX cheaper | 33% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX cheaper diff. adviser | 28% | 1.48% | Boston Partners Global Investors, Inc. |
| 12 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX | 26% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 13% | 1.80% | Abbey Capital Limited |
| 14 | SanJac Alpha Core Plus Bond ETF · SJCP cheaper diff. adviser | 12% | 0.65% | SanJac Alpha LP |
| 15 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 11% | 1.76% | Campbell & Company Investment Adviser LLC |
| 16 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 11% | 1.79% | Abbey Capital Limited |
| 17 | The Merger Fund VL · MERVX cheaper diff. adviser | 11% | 1.54% | Virtus Investment Advisers, LLC |
| 18 | Manor Bond Fund · MNRBX cheaper diff. adviser | 11% | 0.95% | Smithbridge Asset Management, Inc |
| 19 | Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund cheaper diff. adviser | 11% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 20 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX cheaper diff. adviser | 11% | 1.02% | Marshfield Associates, Inc. |
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