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 | Multi-Asset Diversified Income Index Fund · MDIV cheaper | 23% | 0.71% | — |
| 2 | GraniteShares HIPS U.S. High Income ETF cheaper diff. adviser | 20% | 1.17% | GraniteShares Advisors LLC |
| 3 | Goldman Sachs MLP Energy Infrastructure Fund · GLPAX, GLPCX, GMLPX, GLPIX, GLPRX, GLPSX, GMNPX cheaper diff. adviser | 18% | 1.05% | Goldman Sachs Asset Management, L.P. |
| 4 | Global X MLP ETF · MLPA cheaper diff. adviser | 17% | 0.77% | Global X Management Company LLC |
| 5 | Alerian MLP ETF · AMLP cheaper diff. adviser | 17% | 1.01% | ALPS Advisors, Inc. |
| 6 | Amplify Natural Resources Dividend Income ETF cheaper | 17% | 0.59% | — |
| 7 | InfraCap MLP ETF · AMZA cheaper diff. adviser | 16% | 1.72% | Virtus Investment Advisers, LLC |
| 8 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 16% | 4.34% | WisdomTree Asset Management, Inc. |
| 9 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 16% | 4.16% | — |
| 10 | Global X SuperDividend U.S. ETF · DIV cheaper diff. adviser | 15% | 0.45% | Global X Management Company LLC |
| 11 | Invesco SteelPath MLP Select 40 Fund · MLPEX, SPMWX, MLPTX, SPMVX, OSPSX, MLPFX cheaper diff. adviser | 15% | 1.09% | Invesco Advisers, Inc. |
| 12 | Invesco SteelPath MLP Income Fund · MLPRX, SPNNX, MLPZX, SPMQX, OSPMX, MLPDX cheaper diff. adviser | 15% | 1.56% | Invesco Advisers, Inc. |
| 13 | NEOS MLP & Energy Infrastructure High Income ETF · MLPI cheaper diff. adviser | 14% | 0.68% | NEOS Investment Management, LLC |
| 14 | VanEck Mortgage REIT Income ETF · MORT cheaper diff. adviser | 14% | 0.42% | Van Eck Associates Corporation |
| 15 | iShares Mortgage Real Estate ETF · REM cheaper diff. adviser | 13% | 0.48% | BlackRock Fund Advisors |
| 16 | Arrow Dow Jones Global Yield ETF · GYLD cheaper diff. adviser | 13% | 0.75% | Arrow Investment Advisors, LLC |
| 17 | ClearBridge Energy Midstream Opportunity Fund Inc. | 13% | — | — |
| 18 | Invesco KBW High Dividend Yield Financial ETF · KBWD diff. adviser | 13% | 5.39% | Invesco Capital Management LLC |
| 19 | Hoya Capital High Dividend Yield ETF · RIET cheaper diff. adviser | 13% | 0.50% | Hoya Capital Real Estate, LLC |
| 20 | NXG Cushing Midstream Energy Fund | 13% | — | — |
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