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 Mortgage Real Estate ETF · REM diff. adviser | 89% | 0.48% | BlackRock Fund Advisors |
| 2 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 44% | 4.16% | — |
| 3 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 43% | 4.34% | WisdomTree Asset Management, Inc. |
| 4 | Invesco KBW High Dividend Yield Financial ETF · KBWD diff. adviser | 32% | 5.39% | Invesco Capital Management LLC |
| 5 | Global X SuperDividend REIT ETF · SRET diff. adviser | 31% | 0.58% | Global X Management Company LLC |
| 6 | Kingsbarn Dividend Opportunity ETF · DVDN diff. adviser | 31% | 1.65% | Kingsbarn Capital Management, LLC |
| 7 | Hoya Capital High Dividend Yield ETF · RIET diff. adviser | 27% | 0.50% | Hoya Capital Real Estate, LLC |
| 8 | Simplify Opportunistic Income ETF · CRDT diff. adviser | 22% | 0.99% | Simplify Asset Management Inc. |
| 9 | Global X SuperDividend ETF · SDIV diff. adviser | 17% | 0.58% | Global X Management Company LLC |
| 10 | Invesco S&P SmallCap High Dividend Low Volatility ETF · XSHD cheaper diff. adviser | 17% | 0.30% | Invesco Capital Management LLC |
| 11 | GraniteShares HIPS U.S. High Income ETF diff. adviser | 14% | 1.17% | GraniteShares Advisors LLC |
| 12 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX diff. adviser | 14% | 3.61% | LoCorr Fund Management LLC |
| 13 | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 9% | — | — |
| 14 | Multi-Asset Diversified Income Index Fund · MDIV | 8% | 0.71% | — |
| 15 | Virtus U.S. Dividend ETF · VUS cheaper | 7% | 0.25% | — |
| 16 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 7% | 0.80% | First Trust Advisors L.P. |
| 17 | Atlas U.S. Tactical Income Fund diff. adviser | 7% | 5.95% | Atlas Asset Management, LLC |
| 18 | Hoya Capital Housing ETF · HOMZ cheaper diff. adviser | 7% | 0.30% | Hoya Capital Real Estate, LLC |
| 19 | The Gabelli Focused Growth and Income Fund · GWSAX, GWSCX, GWSVX, GWSIX diff. adviser | 6% | 0.80% | Gabelli Funds, LLC |
| 20 | Goose Hollow Multi-Strategy Income ETF · GHMS | 5% | 1.42% | — |
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