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 | Ashmore Emerging Markets Total Return Fund · EMKIX, EMKCX, EMKAX | 30% | 1.21% | Ashmore Investment Advisors Limited |
| 2 | Morningstar Multisector Bond Fund · MSTMX cheaper diff. adviser | 7% | 0.79% | Morningstar Investment Management LLC |
| 3 | EuroPac International Bond · EPIBX, EPBIX diff. adviser | 6% | 0.92% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 4 | Global Macro Portfolio diff. adviser | 3% | — | Boston Management and Research |
| 5 | ProShares Short S&P500 · SH diff. adviser | 3% | 0.89% | PROSHARE ADVISORS LLC |
| 6 | Shelton Equity Income Fund · EQTIX, EQTKX cheaper diff. adviser | 3% | 0.64% | CCM Partners, LP. dba Shelton Capital Management |
| 7 | International Income Portfolio diff. adviser | 3% | — | Boston Management and Research |
| 8 | ProShares UltraPro Short QQQ · SQQQ diff. adviser | 3% | 0.95% | PROSHARE ADVISORS LLC |
| 9 | ProShares UltraPro Short S&P500 · SPXU diff. adviser | 3% | 0.89% | PROSHARE ADVISORS LLC |
| 10 | ProShares UltraPro Short Russell2000 · SRTY diff. adviser | 3% | 0.95% | PROSHARE ADVISORS LLC |
| 11 | ProShares UltraPro Dow30 · UDOW diff. adviser | 3% | — | PROSHARE ADVISORS LLC |
| 12 | ProShares UltraPro Russell2000 · URTY diff. adviser | 3% | 0.95% | PROSHARE ADVISORS LLC |
| 13 | DFA Commodity Strategy Portfolio cheaper diff. adviser | 3% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Goldman Sachs Strategic Factor Allocation Fund · SFAFX, GSQPX diff. adviser | 3% | 0.81% | Goldman Sachs Asset Management, L.P. |
| 15 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 3% | 0.09% | BlackRock Fund Advisors |
| 16 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 3% | 0.03% | BondBloxx Investment Management Corporation |
| 17 | Aptus Enhanced Yield ETF · JUCY cheaper diff. adviser | 3% | 0.60% | Aptus Capital Advisors, LLC |
| 18 | Innovator Premium Income 20 Barrier ETF - April cheaper diff. adviser | 3% | 0.79% | Innovator Capital Management, LLC |
| 19 | Innovator Premium Income 30 Barrier ETF - April cheaper diff. adviser | 3% | 0.79% | Innovator Capital Management, LLC |
| 20 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 3% | 0.07% | Global X Management Company LLC |
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