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 | Hartford Schroders Tax-Aware Bond ETF · HTAB cheaper | 63% | 0.39% | Hartford Funds Management Company, LLC |
| 2 | Forester Value Fund · FVALX, FVILX, FVRLX diff. adviser | 9% | 1.01% | Forester Capital Management, Ltd. |
| 3 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX diff. adviser | 9% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 4 | VanEck BDC Income ETF · BIZD diff. adviser | 9% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 5 | First Trust Managed Futures Strategy Fund · FMF diff. adviser | 9% | 0.99% | First Trust Advisors L.P. |
| 6 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 9% | 1.79% | Abbey Capital Limited |
| 7 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 9% | 1.53% | American Beacon Advisors, Inc. |
| 8 | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF · COMB cheaper diff. adviser | 9% | 0.25% | GraniteShares Advisors LLC |
| 9 | USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · SDCI diff. adviser | 9% | 0.60% | USCF Advisers, LLC |
| 10 | Palm Valley Capital Fund · PVCMX, PVCIX diff. adviser | 9% | 1.01% | Palm Valley Capital Management LLC |
| 11 | Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF · AETH diff. adviser | 9% | 0.89% | Bitwise Investment Manager, LLC |
| 12 | Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF · BTOP diff. adviser | 9% | 0.89% | Bitwise Investment Manager, LLC |
| 13 | TrueShares Structured Outcome (May) ETF · MAYZ diff. adviser | 9% | 0.79% | TrueMark Investments, LLC |
| 14 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 8% | 0.07% | Global X Management Company LLC |
| 16 | Mast Managed Futures Strategy Fund · CSAIX, CSACX, CSAAX diff. adviser | 8% | 1.30% | UBS Asset Management (Americas) LLC, Manteio Scalable Technologies LLC |
| 17 | First Trust Alternative Absolute Return Strategy ETF · FAAR diff. adviser | 8% | 0.97% | First Trust Advisors L.P. |
| 18 | First Trust Global Tactical Commodity Strategy Fund · FTGC diff. adviser | 7% | 0.98% | First Trust Advisors L.P. |
| 19 | NEOS Enhanced Income 1-3 Month T-Bill ETF · CSHI cheaper diff. adviser | 7% | 0.39% | NEOS Investment Management, LLC |
| 20 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX diff. adviser | 7% | 0.50% | Goldman Sachs Asset Management, L.P. |
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