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 | FT Confluence BDC & Specialty Finance Income ETF · FBDC diff. adviser | 38% | 12.44% | First Trust Advisors L.P. |
| 2 | Putnam BDC Income ETF diff. adviser | 34% | 13.49% | Putnam Investment Management, LLC |
| 3 | VanEck BDC Income ETF · BIZD diff. adviser | 30% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 4 | WHITEWOLF Publicly Listed Private Equity ETF · LBO diff. adviser | 22% | 6.71% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Invesco Global Listed Private Equity ETF · PSP cheaper diff. adviser | 22% | 1.80% | Invesco Capital Management LLC |
| 6 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 18% | 4.16% | — |
| 7 | Virtus Private Credit Strategy ETF · VPC diff. adviser | 17% | 10.60% | Virtus Investment Advisers, LLC |
| 8 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 16% | 4.34% | WisdomTree Asset Management, Inc. |
| 9 | Tema Alternative Asset Managers ETF · AAUM cheaper | 14% | 0.75% | — |
| 10 | JNL/Morningstar PitchBook Listed Private Equity Index Fund cheaper diff. adviser | 12% | 0.51% | Jackson National Asset Management, LLC |
| 11 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX cheaper diff. adviser | 11% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | Invesco Balanced-Risk Allocation Fund · ABRZX, ABRCX, ABRRX, ABRYX, ABRIX, ALLFX cheaper diff. adviser | 11% | 1.05% | Invesco Advisers, Inc. |
| 13 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX cheaper diff. adviser | 11% | 0.98% | Invesco Advisers, Inc. |
| 14 | Invesco V.I. Balanced-Risk Allocation Fund cheaper diff. adviser | 11% | 0.88% | Invesco Advisers, Inc. |
| 15 | TOPS Managed Risk Balanced ETF Portfolio cheaper diff. adviser | 11% | 0.51% | Valmark Advisers, Inc. |
| 16 | TOPS Managed Risk Moderate Growth ETF Portfolio cheaper diff. adviser | 11% | 0.50% | Valmark Advisers, Inc. |
| 17 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 11% | 0.35% | Invesco Capital Management LLC |
| 18 | Villere Equity Fund · VLEQX cheaper | 11% | 1.07% | — |
| 19 | TOPS Managed Risk Flex ETF Portfolio cheaper diff. adviser | 11% | 0.95% | Valmark Advisers, Inc. |
| 20 | 1290 Multi-Alternative Strategies Fund · TNMAX, TNMIX, TNMRX cheaper diff. adviser | 11% | 1.28% | Equitable Investment Management, LLC |
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