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 | Eaton Vance Short Duration Municipal Opportunities Fund · EXMAX, EZMAX, EMAIX cheaper | 13% | 0.52% | Eaton Vance Management |
| 2 | Eaton Vance National Limited Maturity Municipal Income Fund · EXNAX, EZNAX, EINAX cheaper diff. adviser | 6% | 0.55% | Boston Management and Research |
| 3 | Eaton Vance California Municipal Opportunities Fund · EACAX, ECCAX, EICAX cheaper diff. adviser | 5% | 0.52% | Boston Management and Research |
| 4 | Eaton Vance National Municipal Income Fund · EANAX, ECHMX, EIHMX cheaper diff. adviser | 5% | 0.44% | Boston Management and Research |
| 5 | Eaton Vance Connecticut Municipal Income Fund · ECCTX, ETCTX, EICTX cheaper diff. adviser | 5% | 0.56% | Boston Management and Research |
| 6 | Virtus AlphaSimplex Managed Futures ETF · ASMF diff. adviser | 5% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 7 | Virtus AlphaSimplex Global Macro ETF | 5% | — | — |
| 8 | iShares Enhanced Roll Yield Index Fund cheaper diff. adviser | 5% | 0.01% | BlackRock Fund Advisors |
| 9 | BlackRock Global Equity Market Neutral Fund diff. adviser | 5% | 1.29% | BlackRock Advisors, LLC |
| 10 | Eaton Vance High Yield Municipal Income Fund · ETHYX, ECHYX, EIHYX, EWHYX cheaper diff. adviser | 5% | 0.18% | Boston Management and Research |
| 11 | Eaton Vance New York Municipal Opportunities Fund · EXNYX, EZNYX, ENYIX cheaper diff. adviser | 4% | 0.55% | Boston Management and Research |
| 12 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 4% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Wisdom Short Term Government Fund · SLWTX cheaper diff. adviser | 4% | 0.23% | Wisdom Fixed Income Management, LLC |
| 14 | iShares Bloomberg Roll Select Commodity Strategy ETF · CMDY cheaper diff. adviser | 4% | 0.28% | BlackRock Fund Advisors |
| 15 | Eaton Vance Arizona Municipal Income Fund · ETAZX, ECAZX, EIAZX cheaper diff. adviser | 4% | 0.53% | Boston Management and Research |
| 16 | Allspring Managed Account CoreBuilder Shares Series M · WFCMX cheaper diff. adviser | 3% | 0.00% | Allspring Funds Management, LLC |
| 17 | Eaton Vance Intermediate Municipal Income ETF · EVIM cheaper | 3% | 0.11% | — |
| 18 | Calvert Responsible Municipal Income Fund · CTTLX, CTTCX, CTTIX cheaper diff. adviser | 3% | 0.50% | Calvert Research and Management |
| 19 | iShares Systematic Alternatives Active ETF | 3% | 0.99% | — |
| 20 | Eaton Vance AMT-Free Municipal Income Fund · ETMBX, EVMBX, ECMBX cheaper | 3% | 0.66% | Eaton Vance Management |
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