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 | Simplify Bitcoin Strategy PLUS Income ETF · MAXI cheaper | 49% | 1.00% | Simplify Asset Management Inc. |
| 2 | Simplify Volatility Premium ETF · SVOL cheaper | 46% | 0.66% | Simplify Asset Management Inc. |
| 3 | Simplify Managed Futures Strategy ETF · CTA cheaper | 39% | 0.75% | Simplify Asset Management Inc. |
| 4 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX cheaper diff. adviser | 25% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 5 | Simplify Commodities Strategy No K-1 ETF · HARD cheaper | 24% | 0.78% | Simplify Asset Management Inc. |
| 6 | Simplify Gold Strategy PLUS Income ETF · YGLD cheaper | 22% | 0.53% | Simplify Asset Management Inc. |
| 7 | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND · UGSDX cheaper diff. adviser | 13% | 1.30% | U.S. Global Investors, Inc. |
| 8 | MainGate MLP Fund · AMLPX, IMLPX, MLCPX cheaper diff. adviser | 10% | 1.45% | Chickasaw Capital Management, LLC |
| 9 | Navigator Tactical Investment Grade Bond Fund · NTIIX cheaper diff. adviser | 10% | 1.06% | Clark Capital Management Group, Inc. |
| 10 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX cheaper diff. adviser | 9% | 1.53% | American Beacon Advisors, Inc. |
| 11 | Gabelli Opportunities in Live and Sports ETF · GOLS cheaper diff. adviser | 9% | 0.00% | Gabelli Funds, LLC |
| 12 | Forester Value Fund · FVALX, FVILX, FVRLX cheaper diff. adviser | 8% | 1.01% | Forester Capital Management, Ltd. |
| 13 | Spectrum Low Volatility Fund · SVARX, SVASX diff. adviser | 8% | 2.81% | Advisors Preferred, LLC |
| 14 | Small-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 8% | 0.49% | Pacific Life Fund Advisors LLC |
| 15 | QQQ Plus Bond Alpha Portfolio cheaper diff. adviser | 8% | 0.40% | Pacific Life Fund Advisors LLC |
| 16 | International Equity Plus Bond Alpha Portfolio cheaper diff. adviser | 7% | 0.46% | Pacific Life Fund Advisors LLC |
| 17 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 7% | 0.14% | SSGA Funds Management, Inc. |
| 18 | Mid-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 7% | 0.46% | Pacific Life Fund Advisors LLC |
| 19 | Large-Cap Plus Bond Alpha Portfolio cheaper diff. adviser | 6% | 0.44% | Pacific Life Fund Advisors LLC |
| 20 | Gabelli Healthcare & WellnessRx Trust | 6% | — | — |
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