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 | TrueShares Structured Outcome (December) ETF · DECZ cheaper diff. adviser | 96% | 0.79% | TrueMark Investments, LLC |
| 2 | Hennessy Balanced Fund · HBFBX diff. adviser | 14% | 1.88% | Hennessy Advisors Inc. |
| 3 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX cheaper diff. adviser | 11% | 0.77% | Hussman Strategic Advisors, Inc. |
| 4 | TrueShares ConVequity ETF · PVEX cheaper diff. adviser | 10% | 0.82% | TrueMark Investments, LLC |
| 5 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 7% | 0.03% | BondBloxx Investment Management Corporation |
| 6 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 2% | 0.14% | SSGA Funds Management, Inc. |
| 7 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 2% | 0.15% | BlackRock Fund Advisors |
| 8 | FT Vest Gold Strategy Quarterly Buffer ETF · BGLD | 2% | 0.91% | First Trust Advisors L.P. |
| 9 | Atlas America Fund · USAF diff. adviser | 2% | 0.89% | Atlas Capital Team, Inc. |
| 10 | Doubleline Shiller Enhanced CAPE · DSEEX, DSENX, DDCPX cheaper diff. adviser | 2% | 0.50% | Doubleline Alternatives LP |
| 11 | IPS Strategic Capital Absolute Return Fund · IPSAX diff. adviser | 2% | 1.48% | IPS Strategic Capital, Inc. |
| 12 | Rareview 2x Bull Cryptocurrency & Precious Metals ETF · BEGS | 2% | 0.99% | — |
| 13 | NEOS Gold High Income ETF · IAUI cheaper diff. adviser | 2% | 0.78% | NEOS Investment Management, LLC |
| 14 | Kurv Gold Enhanced Income ETF | 2% | — | — |
| 15 | Roundhill Gold WeeklyPay ETF · GLDW diff. adviser | 2% | 0.99% | Roundhill Financial Inc |
| 16 | IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF | 2% | — | — |
| 17 | LifeX 2065 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 2% | 0.25% | Stone Ridge Asset Management LLC |
| 18 | iShares GSCI Commodity Dynamic Roll Strategy ETF · COMT cheaper diff. adviser | 1% | 0.48% | BlackRock Fund Advisors |
| 19 | iShares Enhanced Roll Yield Index Fund cheaper diff. adviser | 1% | 0.01% | BlackRock Fund Advisors |
| 20 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 1% | 0.05% | — |
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