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 | Secured Options Portfolio · GTSOX, GLSOX cheaper diff. adviser | 77% | 0.66% | Glenmede Investment Management LP |
| 2 | Global Secured Options Portfolio · NOVIX, NOVLX cheaper diff. adviser | 57% | 0.82% | Glenmede Investment Management LP |
| 3 | Rareview 2x Bull Cryptocurrency & Precious Metals ETF · BEGS cheaper | 11% | 0.99% | — |
| 4 | Relative Sentiment Tactical Allocation ETF · MOOD cheaper diff. adviser | 8% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Gadsden Dynamic Multi-Asset ETF · GDMA cheaper | 8% | 0.75% | — |
| 6 | AdvisorShares Q Dynamic Growth ETF · QPX diff. adviser | 8% | 1.74% | AdvisorShares Investments, LLC |
| 7 | Bridges Capital Tactical ETF · BDGS cheaper diff. adviser | 8% | 0.87% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Camelot Event Driven Fund diff. adviser | 7% | 1.74% | Camelot Event-Driven Advisors, LLC |
| 9 | Kurv Silver Enhanced Income ETF | 6% | — | — |
| 10 | NEOS Gold High Income ETF · IAUI cheaper diff. adviser | 5% | 0.78% | NEOS Investment Management, LLC |
| 11 | Kurv Gold Enhanced Income ETF | 5% | — | — |
| 12 | IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF | 5% | — | — |
| 13 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 4% | 0.70% | AllianceBernstein L.P. |
| 14 | HULL TACTICAL US ETF · HTUS cheaper diff. adviser | 3% | 0.96% | HTAA LLC |
| 15 | Kurv Copper & Mining Enhanced Income ETF | 3% | — | — |
| 16 | Roundhill Gold WeeklyPay ETF · GLDW cheaper diff. adviser | 3% | 0.99% | Roundhill Financial Inc |
| 17 | FT Vest Gold Strategy Quarterly Buffer ETF · BGLD cheaper diff. adviser | 3% | 0.91% | First Trust Advisors L.P. |
| 18 | Parvin Hedged Equity Solari World Fund · PHSWX diff. adviser | 2% | 2.26% | Parvin Fund Management, LLC |
| 19 | Calamos Long/Short Equity & Dynamic Income Trust | 2% | — | — |
| 20 | Forester Value Fund · FVALX, FVILX, FVRLX cheaper diff. adviser | 2% | 1.01% | Forester Capital Management, Ltd. |
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