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 | SanJac Alpha Low Duration ETF · SJLD cheaper | 41% | 0.35% | SanJac Alpha LP |
| 2 | SGI Enhanced 100 ETF · QXQ diff. adviser | 18% | 0.98% | Summit Global Investment, LLC |
| 3 | ProShares UltraShort QQQ · QID diff. adviser | 15% | 0.95% | PROSHARE ADVISORS LLC |
| 4 | iShares iBonds Oct 2030 Term TIPS ETF · IBIG cheaper diff. adviser | 15% | 0.10% | BlackRock Fund Advisors |
| 5 | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · STPZ cheaper diff. adviser | 14% | 0.20% | Pacific Investment Management Company LLC |
| 6 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 13% | 0.07% | BlackRock Fund Advisors |
| 7 | ProShares UltraPro Short Russell2000 · SRTY diff. adviser | 12% | 0.95% | PROSHARE ADVISORS LLC |
| 8 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX diff. adviser | 12% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX diff. adviser | 12% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 10 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX diff. adviser | 12% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX diff. adviser | 12% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX diff. adviser | 12% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX diff. adviser | 12% | 1.48% | Boston Partners Global Investors, Inc. |
| 14 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX diff. adviser | 12% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 15 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX diff. adviser | 12% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 16 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 10% | 0.09% | BlackRock Fund Advisors |
| 17 | ProShares UltraShort S&P500 · SDS diff. adviser | 10% | 0.89% | PROSHARE ADVISORS LLC |
| 18 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 10% | 1.80% | Abbey Capital Limited |
| 19 | Perritt MicroCap Opportunities Fund · PRCGX diff. adviser | 9% | 1.73% | Perritt Capital Management, Inc. |
| 20 | Nomura Diversified Income Fund · DPDFX, DPCFX, DPRFX, DPFFX, DPZRX cheaper diff. adviser | 9% | 0.32% | Macquarie Investment Management Business Trust |
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