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 | Fulcrum Diversified Absolute Return Fund · FARYX, FARAX, FARIX diff. adviser | 22% | 1.20% | Fulcrum Asset Management LLP |
| 2 | CM Commodity Index Fund · CMCAX, COMIX, CMCYX cheaper diff. adviser | 21% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 3 | EFFICIENT ENHANCED MULTI-ASSET FUND · EFFAX, EFFIX diff. adviser | 21% | 2.00% | Efficient Capital Management, LLC |
| 4 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 21% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 20% | 0.14% | SSGA Funds Management, Inc. |
| 6 | Navigator Tactical Investment Grade Bond Fund · NTIIX cheaper diff. adviser | 19% | 1.06% | Clark Capital Management Group, Inc. |
| 7 | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND · UGSDX diff. adviser | 18% | 1.30% | U.S. Global Investors, Inc. |
| 8 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX cheaper diff. adviser | 16% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 9 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 15% | 1.79% | Abbey Capital Limited |
| 10 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 15% | 0.05% | — |
| 11 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 15% | 1.76% | Campbell & Company Investment Adviser LLC |
| 12 | NEOS Enhanced Income 1-3 Month T-Bill ETF · CSHI cheaper diff. adviser | 15% | 0.39% | NEOS Investment Management, LLC |
| 13 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD cheaper diff. adviser | 15% | 0.30% | abrdn Inc. |
| 14 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper diff. adviser | 15% | 0.26% | abrdn Inc. |
| 15 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 14% | 0.14% | SSGA Funds Management, Inc. |
| 16 | USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · SDCI cheaper diff. adviser | 14% | 0.60% | USCF Advisers, LLC |
| 17 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 13% | 0.06% | The Vanguard Group, Inc. |
| 18 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX cheaper diff. adviser | 13% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 19 | Man Active Emerging Markets Alternative ETF cheaper | 12% | 0.85% | — |
| 20 | First Trust Emerging Markets Local Currency Bond ETF · FEMB cheaper diff. adviser | 11% | 0.85% | First Trust Advisors L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.