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 | Performance Trust Multisector Bond Fund · PTCRX | 21% | 0.99% | — |
| 2 | Performance Trust Total Return Bond Fund · PTIAX, PTAOX, PTCOX | 13% | 0.75% | — |
| 3 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper | 9% | 0.06% | The Vanguard Group, Inc. |
| 4 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 8% | 0.05% | — |
| 5 | Peerless Option Income Wheel ETF · WEEL | 8% | 0.99% | Tidal Investments LLC |
| 6 | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF · MMKT cheaper | 8% | 0.20% | Texas Capital Bank Private Wealth Advisors |
| 7 | Roundhill Weekly T-Bill ETF · WEEK cheaper | 8% | 0.19% | Roundhill Financial Inc |
| 8 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper | 8% | 0.26% | abrdn Inc. |
| 9 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD cheaper | 8% | 0.30% | abrdn Inc. |
| 10 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper | 8% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Princeton Premium Fund | 7% | 1.96% | PRINCETON FUND ADVISORS, LLC |
| 12 | Global X 1-3 Month T-Bill ETF · CLIP cheaper | 7% | 0.07% | Global X Management Company LLC |
| 13 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper | 7% | 0.09% | BlackRock Fund Advisors |
| 14 | EFFICIENT ENHANCED MULTI-ASSET FUND · EFFAX, EFFIX | 7% | 2.00% | Efficient Capital Management, LLC |
| 15 | Strive Enhanced Income Short Maturity ETF · BUXX cheaper | 7% | 0.26% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | Bramshill Income Performance Fund · BRMSX | 7% | 1.19% | Bramshill Investments, LLC |
| 17 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper | 6% | 0.06% | DBX Advisors LLC |
| 18 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper | 6% | 0.07% | The Vanguard Group, Inc. |
| 19 | Pemberwick Fund cheaper | 5% | 0.49% | Pemberwick Investment Advisors, LLC |
| 20 | Performance Trust Municipal Bond Fund · PTIMX, PTRMX cheaper | 5% | 0.48% | — |
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