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 | BBH Intermediate Municipal Bond Fund · BBINX, BBIIX diff. adviser | 37% | 0.44% | Brown Brothers Harriman & Co. |
| 2 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 9% | 0.07% | Global X Management Company LLC |
| 3 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 4 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 7% | 0.09% | BlackRock Fund Advisors |
| 5 | Princeton Adaptive Premium Fund diff. adviser | 7% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 6 | iShares Enhanced Short-Term Bond Active ETF cheaper diff. adviser | 7% | 0.20% | BlackRock Fund Advisors |
| 7 | Virtus AlphaSimplex Managed Futures ETF · ASMF diff. adviser | 7% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 8 | The Fairholme Focused Income Fund · FOCIX diff. adviser | 7% | 1.01% | Fairholme Capital Management, LLC |
| 9 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 6% | 0.08% | Invesco Capital Management LLC |
| 10 | Virtus AlphaSimplex Global Macro ETF | 6% | — | — |
| 11 | Tax-Exempt Bond Fund · RLVSX, RTECX, RTEAX, RBCUX cheaper diff. adviser | 5% | 0.41% | Russell Investment Management, LLC |
| 12 | 2x Bitcoin Strategy ETF · BITX diff. adviser | 5% | 2.38% | Volatility Shares LLC |
| 13 | One+One Nasdaq-100 and Bitcoin ETF diff. adviser | 5% | 0.85% | Volatility Shares LLC |
| 14 | One+One S&P 500 and Bitcoin ETF diff. adviser | 5% | 0.85% | Volatility Shares LLC |
| 15 | 2x Solana ETF | 5% | 1.85% | — |
| 16 | Catholic Responsible Investments Ultra Short Bond Fund · CRHSX cheaper diff. adviser | 5% | 0.35% | Christian Brothers Investment Services, Inc. |
| 17 | Eaton Vance National Ultra-Short Municipal Income Fund · EXFLX, EILMX cheaper diff. adviser | 5% | 0.35% | Boston Management and Research |
| 18 | THE HARTFORD MUNICIPAL OPPORTUNITIES FUND · HHMAX, HHMCX, HHMIX, HHMFX, HHMYX cheaper diff. adviser | 4% | 0.35% | Hartford Funds Management Company, LLC |
| 19 | Short Duration Municipal Opportunities Fund · JHSKX, JHSFX, JHSHX, JHSJX cheaper diff. adviser | 4% | 0.38% | John Hancock Investment Management LLC |
| 20 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 4% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
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