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 | State Street Income Fund · SSASX cheaper | 67% | 0.21% | SSGA Funds Management, Inc. |
| 2 | ELFUN INCOME FUND · EINFX cheaper | 67% | 0.36% | SSGA Funds Management, Inc. |
| 3 | ELFUN DIVERSIFIED FUND · ELDFX cheaper | 26% | 0.33% | SSGA Funds Management, Inc. |
| 4 | Columbia Core Plus Bond ETF · CRXP cheaper | 15% | 0.38% | — |
| 5 | SPDR Bridgewater All Weather ETF · ALLW cheaper | 14% | 0.85% | SSGA Funds Management, Inc. |
| 6 | State Street(R) Ultra Short Term Bond ETF · ULST cheaper | 14% | 0.20% | SSGA Funds Management, Inc. |
| 7 | Columbia Core Bond ETF · CRUX cheaper | 13% | 0.32% | — |
| 8 | Eaton Vance Tax-Advantaged Dividend Income Fund | 13% | — | — |
| 9 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 13% | — | — |
| 10 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 13% | — | — |
| 11 | Apollo S3 Private Markets Fund | 13% | — | — |
| 12 | North Haven Private Assets Fund | 13% | — | — |
| 13 | Lincoln Partners Group Royalty Fund | 13% | — | — |
| 14 | CAZ GP Stakes Fund | 13% | — | — |
| 15 | THRIVENT GLOBAL STOCK FUND · AALGX, IILGX cheaper diff. adviser | 13% | 0.64% | Thrivent Asset Management, LLC |
| 16 | THRIVENT GLOBAL STOCK PORTFOLIO cheaper diff. adviser | 13% | 0.61% | Thrivent Financial for Lutherans |
| 17 | Transamerica ProFund UltraBear VP cheaper diff. adviser | 13% | 0.98% | Transamerica Asset Management, Inc. |
| 18 | Madison Covered Call & Equity Income Fund · MENAX, MENYX, MENRX, MENCX, MENIX cheaper diff. adviser | 13% | 0.58% | Madison Asset Management, LLC |
| 19 | State Street(R)Income Allocation ETF · INKM cheaper | 13% | 0.50% | SSGA Funds Management, Inc. |
| 20 | VanEck BDC Income ETF · BIZD diff. adviser | 13% | 12.86% | Van Eck Absolute Return Advisers Corporation |
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