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 | Hennessy Balanced Fund · HBFBX diff. adviser | 31% | 1.88% | Hennessy Advisors Inc. |
| 2 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 25% | 0.03% | BondBloxx Investment Management Corporation |
| 3 | Sofi Enhanced Yield ETF · THTA cheaper diff. adviser | 21% | 0.61% | Tidal Investments LLC |
| 4 | Kurv Yield Premium Strategy Amazon (AMZN) ETF diff. adviser | 21% | 0.99% | Kurv Investment Management LLC |
| 5 | Kurv Yield Premium Strategy Apple (AAPL) ETF diff. adviser | 21% | 0.99% | Kurv Investment Management LLC |
| 6 | Kurv Yield Premium Strategy Google (GOOGL) ETF diff. adviser | 21% | 0.99% | Kurv Investment Management LLC |
| 7 | Kurv Yield Premium Strategy Microsoft (MSFT) ETF diff. adviser | 21% | 0.99% | Kurv Investment Management LLC |
| 8 | Kurv Yield Premium Strategy Netflix (NFLX) ETF diff. adviser | 21% | 0.99% | Kurv Investment Management LLC |
| 9 | Kurv Yield Premium Strategy Tesla (TSLA) ETF diff. adviser | 21% | 1.00% | Kurv Investment Management LLC |
| 10 | Kurv Gold Enhanced Income ETF | 21% | — | — |
| 11 | Kurv Silver Enhanced Income ETF | 21% | — | — |
| 12 | Kurv Copper & Mining Enhanced Income ETF | 21% | — | — |
| 13 | Defiance Oil Enhanced Options Income ETF · USOY | 21% | 1.12% | — |
| 14 | TrueShares Structured Outcome (April) ETF · APRZ cheaper | 19% | 0.79% | TrueMark Investments, LLC |
| 15 | TrueShares Structured Outcome (July) ETF · JULZ cheaper | 18% | 0.79% | TrueMark Investments, LLC |
| 16 | Kurv Technology Titans Select ETF diff. adviser | 16% | — | Kurv Investment Management LLC |
| 17 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 15% | 0.14% | SSGA Funds Management, Inc. |
| 18 | TrueShares Structured Outcome (October) ETF · OCTZ cheaper | 15% | 0.79% | TrueMark Investments, LLC |
| 19 | TrueShares Structured Outcome (December) ETF · DECZ cheaper | 15% | 0.79% | TrueMark Investments, LLC |
| 20 | Defiance Gold Enhanced Options Income ETF · GLDY | 12% | 1.04% | — |
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