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 | First Trust Global Tactical Commodity Strategy Fund · FTGC | 92% | 0.98% | First Trust Advisors L.P. |
| 2 | First Trust Managed Futures Strategy Fund · FMF | 91% | 0.99% | First Trust Advisors L.P. |
| 3 | Virtus AlphaSimplex Global Alternatives Fund · GAFCX, GAFYX, GAFNX, GAFAX diff. adviser | 29% | 1.24% | Virtus Alternative Investment Advisers, LLC |
| 4 | Pioneer High Income Fund, Inc. | 28% | — | — |
| 5 | Pioneer Diversified High Income Fund, Inc. | 28% | — | — |
| 6 | First Trust Merger Arbitrage ETF · MARB | 28% | 1.69% | First Trust Advisors L.P. |
| 7 | First Trust Enhanced Stocks, Bonds & Gold ETF · ESBG cheaper | 28% | 0.95% | — |
| 8 | Princeton Premium Fund diff. adviser | 27% | 1.96% | PRINCETON FUND ADVISORS, LLC |
| 9 | FT Vest Laddered Autocallable Barrier & Income ETF · ACYN cheaper | 23% | 0.75% | — |
| 10 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 19% | 0.06% | The Vanguard Group, Inc. |
| 12 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX cheaper diff. adviser | 18% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 13 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 18% | 0.07% | Global X Management Company LLC |
| 14 | Defiance Leveraged Long Plus Income MSTR ETF · MST | 18% | 1.31% | — |
| 15 | Virtus AlphaSimplex Managed Futures Strategy Fund · AMFNX, AMFAX, ASFCX, ASFYX diff. adviser | 18% | 1.33% | Virtus Alternative Investment Advisers, LLC |
| 16 | USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · SDCI cheaper diff. adviser | 16% | 0.60% | USCF Advisers, LLC |
| 17 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 15% | 1.53% | American Beacon Advisors, Inc. |
| 18 | Roundhill Weekly T-Bill ETF · WEEK cheaper diff. adviser | 15% | 0.19% | Roundhill Financial Inc |
| 19 | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND · UGSDX diff. adviser | 15% | 1.30% | U.S. Global Investors, Inc. |
| 20 | NEOS Enhanced Income 1-3 Month T-Bill ETF · CSHI cheaper diff. adviser | 15% | 0.39% | NEOS Investment Management, LLC |
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