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 | VanEck CMCI Commodity Strategy ETF · CMCI diff. adviser | 13% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 2 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX cheaper diff. adviser | 13% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 3 | iShares Transition-Enabling Metals ETF · ISTM cheaper diff. adviser | 12% | 0.47% | BlackRock Fund Advisors |
| 4 | CM Commodity Index Fund · CMCAX, COMIX, CMCYX diff. adviser | 11% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 5 | Embark Commodity Strategy Fund · ECSQX, ECSWX diff. adviser | 11% | 0.71% | Harbor Capital Advisors, Inc. |
| 6 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 11% | 0.14% | SSGA Funds Management, Inc. |
| 7 | VanEck BDC Income ETF · BIZD diff. adviser | 10% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 8 | Palm Valley Capital Fund · PVCMX, PVCIX diff. adviser | 10% | 1.01% | Palm Valley Capital Management LLC |
| 9 | Harbor Commodity All-Weather Strategy ETF · HGER diff. adviser | 10% | 0.68% | Harbor Capital Advisors, Inc. |
| 10 | TrueShares Quarterly Bear Hedge ETF · QBER diff. adviser | 10% | 0.79% | TrueMark Investments, LLC |
| 11 | TrueShares Quarterly Bull Hedge ETF · QBUL diff. adviser | 10% | 0.79% | TrueMark Investments, LLC |
| 12 | HARTFORD ULTRASHORT BOND HLS FUND · HUBAX, HUBBX cheaper diff. adviser | 7% | 0.45% | Hartford Funds Management Company, LLC |
| 13 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 6% | 0.05% | — |
| 14 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 6% | 1.53% | American Beacon Advisors, Inc. |
| 15 | Rational Strategic Allocation Fund · RHSAX, RHSCX, RHSIX diff. adviser | 6% | 1.91% | Rational Advisors, Inc. |
| 16 | Hennessy Balanced Fund · HBFBX diff. adviser | 6% | 1.88% | Hennessy Advisors Inc. |
| 17 | Fidelity Advisor Multi-Asset Income Fund · FWATX, FAZYX, FWBTX, FAYZX, FMSDX, FIWBX diff. adviser | 6% | 0.76% | Fidelity Management & Research Company LLC |
| 18 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 6% | 0.03% | BondBloxx Investment Management Corporation |
| 19 | Sofi Enhanced Yield ETF · THTA cheaper diff. adviser | 6% | 0.61% | Tidal Investments LLC |
| 20 | Defiance Gold Enhanced Options Income ETF · GLDY | 6% | 1.04% | — |
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