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 | Global X MSCI Emerging Markets Covered Call ETF cheaper | 92% | 0.60% | Global X Management Company LLC |
| 2 | Defiance Daily Target 2x Long Uranium ETF · URAX cheaper | 8% | 0.95% | — |
| 3 | Swan Defined Risk U.S. Small Cap Fund | 8% | 1.58% | — |
| 4 | PREDEX | 7% | — | — |
| 5 | FS Chiron Capital Allocation Fund · CCAPX, CCPCX, CCPAX cheaper | 7% | 1.16% | Chiron Investment Management LLC |
| 6 | Frost Municipal Bond Fund · FAUMX, FIMUX cheaper | 7% | 0.70% | — |
| 7 | Invesco V.I. NASDAQ 100 Buffer Fund - September cheaper | 7% | 0.71% | Invesco Advisers, Inc. |
| 8 | Invesco V.I. NASDAQ 100 Buffer Fund - December cheaper | 7% | 0.71% | Invesco Advisers, Inc. |
| 9 | Invesco V.I. NASDAQ 100 Buffer Fund - March cheaper | 7% | 0.71% | Invesco Advisers, Inc. |
| 10 | Invesco V.I. NASDAQ 100 Buffer Fund - June cheaper | 7% | 0.71% | Invesco Advisers, Inc. |
| 11 | SIMT Liquid Alternative Fund cheaper | 7% | 0.96% | — |
| 12 | Amplify BlackSwan Tech & Treasury ETF cheaper | 6% | 0.49% | — |
| 13 | Swan Defined Risk Foreign Fund | 6% | 1.71% | — |
| 14 | Wealthfront Risk Parity Fund cheaper | 6% | 0.25% | Wealthfront Strategies, LLC |
| 15 | Cambria Global Tail Risk ETF · FAIL cheaper | 5% | 0.76% | — |
| 16 | Barrow Hanley Credit Opportunities Fund cheaper | 5% | 0.78% | — |
| 17 | Invesco Income Advantage International Fund cheaper | 4% | 1.04% | Invesco Advisers, Inc. |
| 18 | Transamerica ClearTrack(R) 2060 · TCSOX, TCSSX, TCTYX cheaper | 4% | 0.55% | Transamerica Asset Management, Inc. |
| 19 | Direxion Daily Cloud Computing Bull 2X Shares · CLDL cheaper | 4% | 0.96% | RAFFERTY ASSET MANAGEMENT, LLC |
| 20 | Transamerica ClearTrack(R) 2055 · TCTOX, TCTSX, TCTVX cheaper | 4% | 0.55% | Transamerica Asset Management, Inc. |
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