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 | Putnam BDC Income ETF diff. adviser | 68% | 13.49% | Putnam Investment Management, LLC |
| 2 | VanEck BDC Income ETF · BIZD diff. adviser | 43% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 3 | WHITEWOLF Publicly Listed Private Equity ETF · LBO cheaper diff. adviser | 39% | 6.71% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | ProShares Global Listed Private Equity ETF · PEX cheaper diff. adviser | 38% | 2.95% | PROSHARE ADVISORS LLC |
| 5 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX cheaper | 25% | 4.16% | — |
| 6 | Virtus Private Credit Strategy ETF · VPC cheaper diff. adviser | 23% | 10.60% | Virtus Investment Advisers, LLC |
| 7 | WisdomTree Private Credit and Alternative Income Fund · HYIN cheaper diff. adviser | 22% | 4.34% | WisdomTree Asset Management, Inc. |
| 8 | Catalyst/SMH Total Return Income Fund · TRIFX, TRICX, TRIIX cheaper | 14% | 1.95% | — |
| 9 | Invesco KBW High Dividend Yield Financial ETF · KBWD cheaper diff. adviser | 13% | 5.39% | Invesco Capital Management LLC |
| 10 | Sound Enhanced Fixed Income ETF · FXED cheaper diff. adviser | 11% | 1.89% | Tidal Investments LLC |
| 11 | GraniteShares HIPS U.S. High Income ETF cheaper diff. adviser | 10% | 1.17% | GraniteShares Advisors LLC |
| 12 | Invesco Global Listed Private Equity ETF · PSP cheaper diff. adviser | 6% | 1.80% | Invesco Capital Management LLC |
| 13 | Novatide Flexible Allocation ETF · NMBL cheaper | 6% | 1.99% | — |
| 14 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX cheaper diff. adviser | 5% | 3.61% | LoCorr Fund Management LLC |
| 15 | Timber Point Alternative Income Fund · AAIFX, AIIFX cheaper diff. adviser | 4% | 2.02% | Timber Point Capital Management |
| 16 | RiverNorth Active Income ETF · CEFZ cheaper diff. adviser | 4% | 2.82% | TrueMark Investments, LLC |
| 17 | Special Opportunities Fund, Inc. | 4% | — | — |
| 18 | RiverNorth Opportunities Fund Inc. | 4% | — | — |
| 19 | Timber Point Global Allocations Fund · CGHAX, CGHIX cheaper diff. adviser | 3% | 2.18% | Timber Point Capital Management |
| 20 | RJ Eagle GCM Dividend Select Income ETF · RJDI cheaper diff. adviser | 3% | 0.55% | Carillon Tower Advisers, Inc. |
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