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 | Matisse Discounted Bond CEF Strategy · MDFIX cheaper diff. adviser | 19% | 2.42% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 2 | Amplify CEF High Income ETF · YYY | 17% | 3.23% | — |
| 3 | Modern Capital Tactical Income Fund · MCTOX, MCTDX diff. adviser | 14% | 3.15% | Modern Capital Management Co. |
| 4 | Rareview Dynamic Fixed Income ETF · RDFI | 13% | 4.23% | — |
| 5 | HERZFELD CREDIT INCOME FUND, INC | 12% | — | — |
| 6 | First Trust Income Opportunities ETF · FCEF diff. adviser | 9% | 3.69% | First Trust Advisors L.P. |
| 7 | RiverNorth Active Income ETF · CEFZ cheaper diff. adviser | 9% | 2.82% | TrueMark Investments, LLC |
| 8 | ABSOLUTE CEF OPPORTUNITIES · ACEFX diff. adviser | 8% | 4.43% | Absolute Investment Advisers LLC |
| 9 | Matisse Discounted Closed-End Fund Strategy · MDCEX diff. adviser | 7% | 3.19% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 10 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 6% | 4.16% | — |
| 11 | Invesco CEF Income Composite ETF · PCEF cheaper diff. adviser | 6% | 2.71% | Invesco Capital Management LLC |
| 12 | Foliobeyond Enhanced Fixed Income Premium ETF · FIXP cheaper | 6% | 1.01% | — |
| 13 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 6% | 4.34% | WisdomTree Asset Management, Inc. |
| 14 | Calamos CEF Income & Arbitrage ETF diff. adviser | 6% | 3.19% | Calamos Advisors LLC |
| 15 | Virtus Private Credit Strategy ETF · VPC diff. adviser | 5% | 10.60% | Virtus Investment Advisers, LLC |
| 16 | RiverNorth Opportunities Fund Inc. | 5% | — | — |
| 17 | GraniteShares HIPS U.S. High Income ETF cheaper diff. adviser | 4% | 1.17% | GraniteShares Advisors LLC |
| 18 | AXS Chesapeake Strategy Fund · EQCHX, ECHAX, ECHCX cheaper | 3% | 1.85% | — |
| 19 | ACR Opportunity Fund · ACROX cheaper diff. adviser | 3% | 1.25% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 20 | Philotimo Focused Growth & Income · PHLOX cheaper diff. adviser | 3% | 1.45% | KANEN WEALTH MANAGEMENT LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.