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 Commodities Strategy No K-1 ETF · HARD | 51% | 0.78% | Simplify Asset Management Inc. |
| 2 | Simplify Short Term Treasury Futures Strategy ETF · TUA | 50% | 0.15% | Simplify Asset Management Inc. |
| 3 | Simplify High Yield ETF · CDX | 50% | 0.25% | Simplify Asset Management Inc. |
| 4 | Simplify Currency Strategy ETF | 50% | 0.81% | Simplify Asset Management Inc. |
| 5 | Simplify Barrier Income ETF | 50% | 0.75% | Simplify Asset Management Inc. |
| 6 | Simplify Target 15 Distribution ETF | 50% | 0.75% | Simplify Asset Management Inc. |
| 7 | Simplify China A Shares PLUS Income ETF | 48% | 0.88% | Simplify Asset Management Inc. |
| 8 | Simplify Gold Strategy PLUS Income ETF · YGLD | 48% | 0.53% | Simplify Asset Management Inc. |
| 9 | Simplify Intermediate Term Treasury Futures Strategy ETF · TYA | 47% | 0.15% | Simplify Asset Management Inc. |
| 10 | Simplify Enhanced Income ETF · HIGH | 47% | 0.50% | Simplify Asset Management Inc. |
| 11 | Simplify Treasury Option Income ETF · BUCK | 47% | 0.35% | Simplify Asset Management Inc. |
| 12 | Simplify Ancorato Target 25 Distribution ETF · XXV | 45% | 0.85% | — |
| 13 | Simplify Managed Futures Strategy ETF · CTA | 45% | 0.75% | Simplify Asset Management Inc. |
| 14 | Simplify Interest Rate Hedge ETF · PFIX | 27% | 0.50% | Simplify Asset Management Inc. |
| 15 | FS Multi-Strategy Alternatives Fund · FSMSX, FSMMX diff. adviser | 21% | 1.72% | FS Fund Advisor, LLC |
| 16 | Putnam VT Mortgage Securities Fund diff. adviser | 14% | 0.50% | Franklin Advisers, Inc. |
| 17 | Calvert Mortgage Access Fund · CMMRX, CMMAX, CMMCX, CMMIX diff. adviser | 14% | 1.51% | Calvert Research and Management |
| 18 | BlackRock Total Return Fund | 13% | 0.37% | — |
| 19 | PIMCO International Bond Portfolio (Unhedged) · VPVFBDV, VPFBHEV, PVFUHBI diff. adviser | 13% | 0.83% | Pacific Investment Management Company LLC |
| 20 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 13% | 0.51% | Franklin Advisers, Inc. |
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