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 | PIMCO Short-Term Portfolio · VPVSTDV, VPVSTIV, VPVSTAD cheaper diff. adviser | 13% | 0.47% | Pacific Investment Management Company LLC |
| 2 | PIMCO Short-Term Fund · PTSHX, PSFAX, PSHAX, PFTCX, PTSRX, PTSPX, PTSNX cheaper diff. adviser | 13% | 0.48% | Pacific Investment Management Company LLC |
| 3 | EFFICIENT ENHANCED MULTI-ASSET FUND · EFFAX, EFFIX diff. adviser | 7% | 2.00% | Efficient Capital Management, LLC |
| 4 | Fulcrum Diversified Absolute Return Fund · FARYX, FARAX, FARIX diff. adviser | 7% | 1.20% | Fulcrum Asset Management LLP |
| 5 | Gabelli Global Mini Mites Fund · GGMMX, GMNAX, GAMNX, GMNCX diff. adviser | 7% | 0.91% | Gabelli Funds, LLC |
| 6 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 6% | 1.80% | Abbey Capital Limited |
| 7 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 5% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Vident U.S. Bond Strategy ETF · VBND cheaper diff. adviser | 5% | 0.41% | Vident Asset Management |
| 9 | MFG Global Sustainable Fund · FMSGX, FMSRX diff. adviser | 5% | 0.80% | Frontegra Asset Management, Inc. |
| 10 | Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF · QSIX | 5% | 0.60% | Pacer Advisors, Inc. |
| 11 | Pacer PE/VC ETF · PEVC | 5% | 0.85% | Pacer Advisors, Inc. |
| 12 | Prospera Income ETF · THRV diff. adviser | 5% | 1.80% | Prospera Funds Inc |
| 13 | Twin Oak Strategic Solutions ETF cheaper | 5% | 0.36% | — |
| 14 | Pacer Aristotle Pacific Floating Rate High Income ETF · FLRT | 5% | 0.60% | Pacer Advisors, Inc. |
| 15 | Lincoln Inflation Plus Fund · LFTEX, LFTAX diff. adviser | 5% | 1.12% | Lincoln Financial Investments Corporation |
| 16 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX cheaper diff. adviser | 4% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 17 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 4% | 0.14% | SSGA Funds Management, Inc. |
| 18 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 4% | 1.79% | Abbey Capital Limited |
| 19 | HULL TACTICAL US ETF · HTUS diff. adviser | 4% | 0.96% | HTAA LLC |
| 20 | Rockefeller U.S. Small-mid Cap ETF · RSMC diff. adviser | 4% | 0.75% | Tidal Investments LLC |
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