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 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 6% | 0.09% | BlackRock Fund Advisors |
| 2 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 6% | 0.07% | Global X Management Company LLC |
| 3 | New Alternatives Fund · NALFX, NAEFX diff. adviser | 5% | 1.03% | Accrued Equities, Inc. |
| 4 | Easterly RocMuni High Income Municipal Bond Fund cheaper | 5% | 0.97% | Easterly Investment Partners LLC, Principal Street Partners. LLC. |
| 5 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 5% | 0.08% | Invesco Capital Management LLC |
| 6 | Easterly Global Real Estate Fund · JARIX, JACRX, JAREX, JARSX cheaper | 5% | 0.95% | Easterly Investment Partners LLC |
| 7 | Easterly Hedged Equity Fund · JDAEX, JDCEX, JDIEX, JDSEX | 4% | 1.14% | Easterly Investment Partners LLC |
| 8 | iShares Agency Bond ETF · AGZ cheaper diff. adviser | 4% | 0.20% | BlackRock Fund Advisors |
| 9 | The Fairholme Focused Income Fund · FOCIX diff. adviser | 4% | 1.01% | Fairholme Capital Management, LLC |
| 10 | Princeton Adaptive Premium Fund diff. adviser | 4% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 11 | 2x Ether ETF · ETHU diff. adviser | 4% | 2.67% | Volatility Shares LLC |
| 12 | iShares Enhanced Short-Term Bond Active ETF cheaper diff. adviser | 4% | 0.20% | BlackRock Fund Advisors |
| 13 | Twin Oak Endure ETF cheaper | 4% | 0.49% | — |
| 14 | Virtus AlphaSimplex Global Macro ETF | 4% | — | — |
| 15 | Embark Commodity Strategy Fund · ECSQX, ECSWX cheaper diff. adviser | 4% | 0.71% | Harbor Capital Advisors, Inc. |
| 16 | WESTWOOD MULTI-ASSET INCOME FUND · WHGHX, WSDAX, WWHCX cheaper diff. adviser | 4% | 0.27% | Westwood Management Corp. |
| 17 | Easterly Snow Long/Short Opportunity Fund | 3% | 1.64% | Easterly Investment Partners LLC |
| 18 | BlackRock Tactical Opportunities Fund · PBAIX, PCBSX, PCBAX, BRBCX cheaper diff. adviser | 3% | 0.63% | BlackRock Advisors, LLC |
| 19 | Loomis Sayles Intermediate Duration Bond Fund · LSDIX, LSDRX, LSCDX, LSDTX, LSDNX cheaper diff. adviser | 3% | 0.35% | Loomis, Sayles & Company, L.P. |
| 20 | Touchstone Funds Group Trust-Touchstone Active Bond Fund · TOBAX, TODCX, TOBYX, TOBIX cheaper | 3% | 0.49% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.