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 | Neuberger Berman Option Strategy ETF · NBOS cheaper diff. adviser | 54% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 2 | Defensive Market Strategies Fund · GDMYX, GDMZX cheaper diff. adviser | 30% | 0.64% | GuideStone Capital Management, LLC |
| 3 | Short-Term Treasury Portfolio · PRTBX cheaper diff. adviser | 24% | 0.65% | Pacific Heights Asset Management, LLC |
| 4 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 18% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX 2028 Income Bucket ETF cheaper diff. adviser | 13% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | HERZFELD CREDIT INCOME FUND, INC | 11% | — | — |
| 7 | Princeton Everest Fund | 11% | — | — |
| 8 | Axonic Alternative Income Fund | 11% | — | — |
| 9 | USVC Venture Capital Access Fund | 11% | — | — |
| 10 | One Ascent Capital Opportunities Fund | 11% | — | — |
| 11 | Oakhurst Strategic Defined Risk Fund · OASDX, OASRX diff. adviser | 11% | 1.58% | Lido Advisors, LLC |
| 12 | Swan Defined Risk Growth Fund · SDAAX, SDACX, SDAIX diff. adviser | 11% | 1.43% | Swan Capital Management, LLC |
| 13 | Zega Buy And Hedge ETF · ZHDG | 11% | 0.97% | Tidal Investments LLC |
| 14 | YieldMax GOOGL Option Income Strategy ETF · GOOY | 11% | 1.14% | Tidal Investments LLC |
| 15 | YieldMax META Option Income Strategy ETF · FBY | 11% | 1.06% | Tidal Investments LLC |
| 16 | YieldMax XOM Option Income Strategy ETF · XOMO | 11% | 1.17% | Tidal Investments LLC |
| 17 | YieldMax AMD Option Income Strategy ETF · AMDY | 11% | 1.00% | Tidal Investments LLC |
| 18 | YieldMax MRNA Option Income Strategy ETF · MRNY | 11% | 1.00% | Tidal Investments LLC |
| 19 | Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF · QQQY | 11% | 1.01% | — |
| 20 | Defiance R2000 Enhanced Options & 0DTE Income ETF · IWMY | 11% | 1.05% | — |
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