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 | Guggenheim Limited Duration Fund · GILDX, GILFX, GILHX, GIKRX, GILPX | 48% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 2 | Guggenheim Strategy Fund II | 31% | — | Guggenheim Partners Investment Management, LLC |
| 3 | Guggenheim Strategy Fund III | 30% | — | Guggenheim Partners Investment Management, LLC |
| 4 | Guggenheim Variable Insurance Strategy Fund III | 16% | — | Guggenheim Partners Investment Management, LLC |
| 5 | Guggenheim Active INvestment Series (GAINS)-Limited Duration Fund · GULDX cheaper | 12% | 0.02% | Guggenheim Partners Investment Management, LLC |
| 6 | Guggenheim Total Return Bond Fund · GIBAX, GIBCX, GIBIX, GIBRX, GIBLX | 10% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 7 | Goldman Sachs Buffered S&P 500 Fund - May/Nov diff. adviser | 9% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 8 | Goldman Sachs Buffered S&P 500 Fund - Mar/Sep diff. adviser | 9% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 9 | SSGA Growth and Income ETF Portfolio diff. adviser | 9% | 0.48% | Brighthouse Investment Advisers, LLC |
| 10 | SSGA Growth ETF Portfolio diff. adviser | 9% | 0.50% | Brighthouse Investment Advisers, LLC |
| 11 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP diff. adviser | 9% | 0.38% | Transamerica Asset Management, Inc. |
| 12 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP diff. adviser | 9% | 0.40% | Transamerica Asset Management, Inc. |
| 13 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP diff. adviser | 9% | 0.40% | Transamerica Asset Management, Inc. |
| 14 | U.S. LargeCap S&P 500 Index Buffer July Account diff. adviser | 9% | 0.99% | Principal Global Investors, LLC |
| 15 | Goldman Sachs Buffered S&P 500 Fund - Jan/Jul diff. adviser | 9% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 16 | U.S. LargeCap S&P 500 Index Buffer October Account diff. adviser | 9% | 0.99% | Principal Global Investors, LLC |
| 17 | U.S. LargeCap S&P 500 Index Buffer April Account diff. adviser | 9% | 0.99% | Principal Global Investors, LLC |
| 18 | U.S. LargeCap S&P 500 Index Buffer January Account diff. adviser | 9% | 1.00% | Principal Global Investors, LLC |
| 19 | Equable Shares Hedged Equity ETF · HEDG diff. adviser | 9% | 0.96% | Teramo Advisors, LLC |
| 20 | EQ/Goldman Sachs Growth Allocation Portfolio diff. adviser | 9% | 0.90% | Equitable Investment Management Group, LLC |
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