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 | Hilton BDC Corporate Bond ETF · HBDC cheaper diff. adviser | 8% | 0.39% | Tidal Investments LLC |
| 2 | Nomura Corporate Bond Fund · DGCAX, DGCCX, DGCRX, DGCIX, DGCZX diff. adviser | 5% | 0.46% | Macquarie Investment Management Business Trust |
| 3 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 4% | 1.68% | Regents Park Funds, LLC |
| 4 | THRIVENT INCOME FUND · LUBIX, LBIIX diff. adviser | 4% | 0.47% | Thrivent Asset Management, LLC |
| 5 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 4% | 1.49% | — |
| 6 | BTS Managed Income Fund · BTSAX, BTSCX, BTSIX, BTSRX diff. adviser | 4% | 1.88% | BTS Asset Management, Inc. |
| 7 | AXS Income Opportunities Fund · OIOIX, OIOAX, OIODX | 4% | 2.17% | — |
| 8 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 4% | 1.55% | Kensington Asset Management, LLC |
| 9 | AXS Tactical Income Fund · TINAX, TINIX | 4% | 1.91% | — |
| 10 | IDX Dynamic Fixed Income ETF · DYFI diff. adviser | 4% | 1.13% | IDX Advisors, LLC |
| 11 | Calamos Nasdaq Equity & Income ETF diff. adviser | 4% | 0.94% | Calamos Advisors LLC |
| 12 | Anydrus Advantage ETF · NDOW diff. adviser | 4% | 2.15% | Collaborative Fund Advisors |
| 13 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA diff. adviser | 4% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | TrueShares ConVequity ETF · PVEX diff. adviser | 4% | 0.82% | TrueMark Investments, LLC |
| 15 | Beacon Dynamic Allocation Fund | 4% | 1.70% | — |
| 16 | Kensington Credit Opportunities ETF · KAMO diff. adviser | 4% | 0.94% | Kensington Asset Management, LLC |
| 17 | Nomura VIP Corporate Bond Series diff. adviser | 4% | 0.78% | Macquarie Investment Management Business Trust |
| 18 | Frontier Asset Absolute Return ETF · FARX diff. adviser | 4% | 0.95% | Frontier Asset Management, LLC |
| 19 | DWS Short Duration Fund · PPIAX, PPLCX, DBPIX, PPILX, PPLZX cheaper diff. adviser | 4% | 0.38% | DWS Investment Management Americas, Inc. |
| 20 | Janus Henderson Securitized Income ETF · JSI diff. adviser | 4% | 0.50% | Janus Henderson Investors US LLC |
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