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 | Simplify Propel Opportunities ETF · SURI | 49% | 2.57% | Simplify Asset Management Inc. |
| 2 | Simplify Volatility Premium ETF · SVOL cheaper | 46% | 0.66% | Simplify Asset Management Inc. |
| 3 | Simplify Managed Futures Strategy ETF · CTA cheaper | 39% | 0.75% | Simplify Asset Management Inc. |
| 4 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX cheaper diff. adviser | 25% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 5 | Simplify Commodities Strategy No K-1 ETF · HARD cheaper | 24% | 0.78% | Simplify Asset Management Inc. |
| 6 | Simplify Gold Strategy PLUS Income ETF · YGLD cheaper | 22% | 0.53% | Simplify Asset Management Inc. |
| 7 | Amplify Bitcoin 2% Monthly Option Income ETF · BITY cheaper | 18% | 0.65% | — |
| 8 | NEOS Boosted Bitcoin High Income ETF · XBCI cheaper | 18% | 0.98% | — |
| 9 | Return Stacked U.S. Stocks & Gold/Bitcoin ETF · RSSX cheaper | 13% | 0.68% | — |
| 10 | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND · UGSDX diff. adviser | 13% | 1.30% | U.S. Global Investors, Inc. |
| 11 | NEOS Bitcoin High Income ETF · BTCI cheaper diff. adviser | 11% | 0.99% | NEOS Investment Management, LLC |
| 12 | STKd 100% Bitcoin & 100% Gold ETF · BTGD diff. adviser | 10% | 1.05% | Tidal Investments LLC |
| 13 | Navigator Tactical Investment Grade Bond Fund · NTIIX diff. adviser | 10% | 1.06% | Clark Capital Management Group, Inc. |
| 14 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 9% | 1.53% | American Beacon Advisors, Inc. |
| 15 | Gabelli Opportunities in Live and Sports ETF · GOLS cheaper diff. adviser | 9% | 0.00% | Gabelli Funds, LLC |
| 16 | Forester Value Fund · FVALX, FVILX, FVRLX diff. adviser | 8% | 1.01% | Forester Capital Management, Ltd. |
| 17 | Spectrum Low Volatility Fund · SVARX, SVASX diff. adviser | 8% | 2.81% | Advisors Preferred, LLC |
| 18 | Small-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 8% | 0.49% | Pacific Life Fund Advisors LLC |
| 19 | QQQ Plus Bond Alpha Portfolio cheaper diff. adviser | 8% | 0.40% | Pacific Life Fund Advisors LLC |
| 20 | International Equity Plus Bond Alpha Portfolio cheaper diff. adviser | 7% | 0.46% | Pacific Life Fund Advisors LLC |
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