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 | State Street(R) Fixed Income Sector Rotation ETF · FISR | 24% | 0.50% | SSGA Funds Management, Inc. |
| 2 | Lincoln Partners Group Royalty Fund | 23% | — | — |
| 3 | CAZ GP Stakes Fund | 23% | — | — |
| 4 | SA Goldman Sachs Multi-Asset Insights Portfolio diff. adviser | 23% | 0.87% | SunAmerica Asset Management, LLC |
| 5 | Potomac Managed Volatility Fund · CRMVX, SDMVX diff. adviser | 23% | 1.66% | Potomac Fund Management, Inc. |
| 6 | SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · CERY cheaper | 23% | 0.28% | SSGA Funds Management, Inc. |
| 7 | SPDR Bridgewater All Weather ETF · ALLW | 23% | 0.85% | SSGA Funds Management, Inc. |
| 8 | State Street(R) Global Allocation ETF · GAL cheaper | 21% | 0.35% | SSGA Funds Management, Inc. |
| 9 | Transamerica ProFund UltraBear VP diff. adviser | 19% | 0.98% | Transamerica Asset Management, Inc. |
| 10 | Columbia Core Plus Bond ETF · CRXP cheaper | 18% | 0.38% | — |
| 11 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 17% | 1.74% | Potomac Fund Management, Inc. |
| 12 | Apollo S3 Private Markets Fund | 17% | — | — |
| 13 | SA VCP Index Allocation Portfolio diff. adviser | 16% | 0.51% | SunAmerica Asset Management, LLC |
| 14 | State Street Income Fund · SSASX cheaper | 15% | 0.21% | SSGA Funds Management, Inc. |
| 15 | THRIVENT GLOBAL STOCK FUND · AALGX, IILGX diff. adviser | 15% | 0.64% | Thrivent Asset Management, LLC |
| 16 | State Street Target Retirement 2035 Fund · SSCJX, SSCKX, SSAZX cheaper | 15% | 0.09% | SSGA Funds Management, Inc. |
| 17 | Eaton Vance Tax-Advantaged Dividend Income Fund | 14% | — | — |
| 18 | abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF · BCIM cheaper diff. adviser | 14% | 0.40% | abrdn Inc. |
| 19 | Neuberger Berman Commodity Strategy ETF · NBCM diff. adviser | 14% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 20 | THRIVENT GLOBAL STOCK PORTFOLIO diff. adviser | 14% | 0.61% | Thrivent Financial for Lutherans |
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