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 | AltShares Event-Driven ETF · EVNT | 35% | 1.33% | Water Island Capital, LLC |
| 2 | BlackRock Event Driven Equity Fund | 33% | 1.29% | BlackRock Advisors, LLC |
| 3 | THE ARBITRAGE FUND · ARBFX, ARBNX, ARBCX, ARGAX | 30% | 1.46% | Water Island Capital, LLC |
| 4 | Water Island Event-Driven Fund · AEDFX, AEDNX, AGEAX | 30% | 1.46% | Water Island Capital, LLC |
| 5 | AltShares Merger Arbitrage ETF · ARB cheaper | 30% | 0.76% | Water Island Capital, LLC |
| 6 | Comstock Capital Value Fund · DRCVX, CPCCX, CPCRX, COMVX cheaper | 26% | 0.01% | Gabelli Funds, LLC |
| 7 | Return Stacked Bonds & Merger Arbitrage ETF · RSBA cheaper | 25% | 0.96% | Tidal Investments LLC |
| 8 | Dunham Monthly Distribution Fund · DAMDX, DCMDX, DNMDX | 25% | 2.03% | Dunham & Associates Investment Counsel, Inc. |
| 9 | The Merger Fund · MERFX, MERIX | 23% | 1.27% | Virtus Investment Advisers, LLC |
| 10 | GDL Fund | 22% | — | — |
| 11 | ProShares Merger ETF · MRGR cheaper | 22% | 0.75% | PROSHARE ADVISORS LLC |
| 12 | Nexpoint Merger Arbitrage Fund · HMEAX, HMECX, HMEZX | 21% | 1.90% | NexPoint Asset Management, L.P. |
| 13 | Fidelity SAI Convertible Arbitrage Fund · FSAWX | 20% | 1.46% | Fidelity Diversifying Solutions LLC |
| 14 | First Trust Merger Arbitrage Fund · VARAX, VARBX, VARCX | 20% | 1.75% | — |
| 15 | The Merger Fund VL · MERVX | 19% | 1.54% | Virtus Investment Advisers, LLC |
| 16 | Goldman Sachs Hedge Industry VIP ETF · GVIP cheaper | 17% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 17 | NYLI Merger Arbitrage ETF · MNA cheaper | 16% | 0.77% | New York Life Investment Management LLC |
| 18 | NexPoint Event Driven Fund · HHCAX, HHCCX, HHCZX | 14% | 2.30% | NexPoint Asset Management, L.P. |
| 19 | Fidelity Managed Futures ETF · FFUT cheaper | 13% | 0.80% | — |
| 20 | Fidelity SAI Managed Futures Fund · FMFLX cheaper | 12% | 1.05% | — |
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