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 Corporate Income Fund · EMCIX, ECDAX, ECDCX cheaper | 15% | 1.03% | Ashmore Investment Advisors Limited |
| 2 | Ashmore Emerging Markets Total Return Fund · EMKIX, EMKCX, EMKAX cheaper | 14% | 1.21% | Ashmore Investment Advisors Limited |
| 3 | Ashmore Emerging Markets Debt Fund · IGIEX, IGAEX, IGCEX cheaper | 6% | 0.74% | Ashmore Investment Advisors Limited |
| 4 | PIMCO Emerging Markets Corporate Bond Fund · PEMIX cheaper diff. adviser | 3% | 1.03% | Pacific Investment Management Company LLC |
| 5 | Global Macro Portfolio diff. adviser | 2% | — | Boston Management and Research |
| 6 | ProShares Ultra S&P500 · SSO cheaper diff. adviser | 2% | 0.89% | PROSHARE ADVISORS LLC |
| 7 | ProShares Short S&P500 · SH cheaper diff. adviser | 2% | 0.89% | PROSHARE ADVISORS LLC |
| 8 | ProShares Ultra Technology · ROM diff. adviser | 2% | — | PROSHARE ADVISORS LLC |
| 9 | Shelton Equity Income Fund · EQTIX, EQTKX cheaper diff. adviser | 2% | 0.64% | CCM Partners, LP. dba Shelton Capital Management |
| 10 | International Income Portfolio diff. adviser | 2% | — | Boston Management and Research |
| 11 | ProShares UltraPro Short QQQ · SQQQ cheaper diff. adviser | 2% | 0.95% | PROSHARE ADVISORS LLC |
| 12 | ProShares UltraPro Short S&P500 · SPXU cheaper diff. adviser | 2% | 0.89% | PROSHARE ADVISORS LLC |
| 13 | ProShares UltraPro Short Russell2000 · SRTY cheaper diff. adviser | 2% | 0.95% | PROSHARE ADVISORS LLC |
| 14 | ProShares UltraPro Dow30 · UDOW diff. adviser | 2% | — | PROSHARE ADVISORS LLC |
| 15 | ProShares UltraPro Russell2000 · URTY cheaper diff. adviser | 2% | 0.95% | PROSHARE ADVISORS LLC |
| 16 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 2% | 0.21% | New York Life Investment Management LLC |
| 17 | DFA Commodity Strategy Portfolio cheaper diff. adviser | 2% | 0.32% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Ashmore Emerging Markets Local Currency Bond Fund · ELBIX, ELBAX, ELBCX cheaper | 2% | 0.80% | Ashmore Investment Advisors Limited |
| 19 | Fidelity Conservative Income Bond Fund · FCNVX, FCNYX, FCNQX, FCNWX cheaper diff. adviser | 2% | 0.20% | Fidelity Management & Research Company LLC |
| 20 | North Star Opportunity Fund · NSOIX, NSOPX, NSIRX diff. adviser | 2% | 1.31% | North Star Investment Management Corp. |
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