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 | Palm Valley Capital Fund · PVCMX, PVCIX diff. adviser | 40% | 1.01% | Palm Valley Capital Management LLC |
| 2 | CM Commodity Index Fund · CMCAX, COMIX, CMCYX diff. adviser | 33% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 3 | VanEck BDC Income ETF · BIZD diff. adviser | 33% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 4 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 28% | 1.53% | American Beacon Advisors, Inc. |
| 5 | Forester Value Fund · FVALX, FVILX, FVRLX diff. adviser | 26% | 1.01% | Forester Capital Management, Ltd. |
| 6 | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF · COMB cheaper diff. adviser | 25% | 0.25% | GraniteShares Advisors LLC |
| 7 | Simplify Managed Futures Strategy ETF · CTA diff. adviser | 25% | 0.75% | Simplify Asset Management Inc. |
| 8 | Simplify Volatility Premium ETF · SVOL diff. adviser | 25% | 0.66% | Simplify Asset Management Inc. |
| 9 | Simplify Bitcoin Strategy PLUS Income ETF · MAXI diff. adviser | 25% | 1.00% | Simplify Asset Management Inc. |
| 10 | Simplify Propel Opportunities ETF · SURI diff. adviser | 25% | 2.57% | Simplify Asset Management Inc. |
| 11 | Simplify Commodities Strategy No K-1 ETF · HARD diff. adviser | 24% | 0.78% | Simplify Asset Management Inc. |
| 12 | USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · SDCI cheaper diff. adviser | 23% | 0.60% | USCF Advisers, LLC |
| 13 | TrueShares Quarterly Bear Hedge ETF · QBER diff. adviser | 23% | 0.79% | TrueMark Investments, LLC |
| 14 | TrueShares Quarterly Bull Hedge ETF · QBUL diff. adviser | 23% | 0.79% | TrueMark Investments, LLC |
| 15 | Simplify Gold Strategy PLUS Income ETF · YGLD cheaper diff. adviser | 22% | 0.53% | Simplify Asset Management Inc. |
| 16 | Embark Commodity Strategy Fund · ECSQX, ECSWX diff. adviser | 21% | 0.71% | Harbor Capital Advisors, Inc. |
| 17 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Navigator Tactical Investment Grade Bond Fund · NTIIX diff. adviser | 19% | 1.06% | Clark Capital Management Group, Inc. |
| 19 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 19% | 1.79% | Abbey Capital Limited |
| 20 | Harbor Commodity All-Weather Strategy ETF · HGER diff. adviser | 18% | 0.68% | Harbor Capital Advisors, Inc. |
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