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 | The Laddered T-Bill ETF · TLDR cheaper | 36% | 0.20% | — |
| 2 | VanEck Commodity Strategy ETF · PIT cheaper diff. adviser | 27% | 0.55% | Van Eck Absolute Return Advisers Corporation |
| 3 | Inverse Russell 2000 Strategy Fund diff. adviser | 25% | 1.76% | Security Investors, LLC |
| 4 | WisdomTree Bloomberg U.S. Dollar Bullish Fund · USDU cheaper diff. adviser | 24% | 0.51% | WisdomTree Asset Management, Inc. |
| 5 | Strengthening Dollar 2x Strategy Fund diff. adviser | 23% | 2.03% | Security Investors, LLC |
| 6 | Inverse S&P 500 2x Strategy Fund · RYTMX, RYCBX, RYTPX diff. adviser | 20% | 1.75% | Security Investors, LLC |
| 7 | Inverse Dow 2x Strategy Fund diff. adviser | 19% | 1.78% | Security Investors, LLC |
| 8 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 16% | 0.09% | BlackRock Fund Advisors |
| 9 | Inverse NASDAQ-100 Strategy Fund diff. adviser | 16% | 1.79% | Security Investors, LLC |
| 10 | Princeton Adaptive Premium Fund diff. adviser | 16% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 11 | Dunham U.S. Enhanced Market Fund diff. adviser | 15% | 1.30% | Dunham & Associates Investment Counsel, Inc. |
| 12 | PGIM Portfolio Ballast ETF · PBL cheaper | 15% | 0.45% | PGIM INVESTMENTS LLC |
| 13 | Russell 2000 2x Strategy Fund diff. adviser | 15% | 1.87% | Security Investors, LLC |
| 14 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX diff. adviser | 14% | 0.95% | Columbia Management Investment Advisers, LLC |
| 15 | Wisdom Short Term Government Fund · SLWTX cheaper diff. adviser | 12% | 0.23% | Wisdom Fixed Income Management, LLC |
| 16 | Virtus AlphaSimplex Managed Futures ETF · ASMF diff. adviser | 12% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 17 | PGIM Jennison International Small-Mid Cap Opportunities Fund · PAILX, PAINX, PAIOX, PAHWX | 11% | 1.11% | PGIM INVESTMENTS LLC |
| 18 | Rareview Government Money Market ETF | 10% | — | — |
| 19 | iShares Systematic Alternatives Active ETF | 9% | 0.99% | — |
| 20 | AAMA INCOME FUND · AMFIX diff. adviser | 8% | 0.99% | Advanced Asset Management Advisors, Inc. |
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