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 cheaper diff. adviser | 9% | 1.88% | Hennessy Advisors Inc. |
| 2 | Fidelity Advisor Multi-Asset Income Fund · FWATX, FAZYX, FWBTX, FAYZX, FMSDX, FIWBX cheaper diff. adviser | 9% | 0.76% | Fidelity Management & Research Company LLC |
| 3 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 9% | 0.03% | BondBloxx Investment Management Corporation |
| 4 | Sofi Enhanced Yield ETF · THTA cheaper diff. adviser | 9% | 0.61% | Tidal Investments LLC |
| 5 | Defiance Gold Enhanced Options Income ETF · GLDY cheaper | 9% | 1.04% | — |
| 6 | Defiance Oil Enhanced Options Income ETF · USOY cheaper | 9% | 1.12% | — |
| 7 | Kurv Yield Premium Strategy Amazon (AMZN) ETF cheaper diff. adviser | 9% | 0.99% | Kurv Investment Management LLC |
| 8 | Kurv Yield Premium Strategy Apple (AAPL) ETF cheaper diff. adviser | 9% | 0.99% | Kurv Investment Management LLC |
| 9 | Kurv Yield Premium Strategy Google (GOOGL) ETF cheaper diff. adviser | 9% | 0.99% | Kurv Investment Management LLC |
| 10 | Kurv Yield Premium Strategy Microsoft (MSFT) ETF cheaper diff. adviser | 9% | 0.99% | Kurv Investment Management LLC |
| 11 | Kurv Yield Premium Strategy Netflix (NFLX) ETF cheaper diff. adviser | 9% | 0.99% | Kurv Investment Management LLC |
| 12 | Kurv Yield Premium Strategy Tesla (TSLA) ETF cheaper diff. adviser | 9% | 1.00% | Kurv Investment Management LLC |
| 13 | Tuttle Capital IBIT 0DTE Covered Call ETF · BITK cheaper diff. adviser | 9% | 0.99% | Tuttle Capital Management, LLC |
| 14 | Tuttle Capital MSTR 0DTE Covered Call ETF · MSTK diff. adviser | 9% | — | Tuttle Capital Management, LLC |
| 15 | TrueShares Structured Outcome (October) ETF · OCTZ cheaper diff. adviser | 9% | 0.79% | TrueMark Investments, LLC |
| 16 | Kurv Gold Enhanced Income ETF | 9% | — | — |
| 17 | Kurv Silver Enhanced Income ETF | 9% | — | — |
| 18 | TrueShares ConVequity ETF · PVEX cheaper diff. adviser | 9% | 0.82% | TrueMark Investments, LLC |
| 19 | Kurv High Income ETF | 9% | — | — |
| 20 | Tuttle Capital Magnificent 7 Income Blast ETF | 9% | — | — |
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