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 | iShares iBonds Dec 2035 Term Treasury ETF · IBTQ cheaper diff. adviser | 28% | 0.07% | BlackRock Fund Advisors |
| 2 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 10% | 0.05% | BondBloxx Investment Management Corporation |
| 3 | Amplify BlackSwan Growth & Treasury Core ETF cheaper | 9% | 0.49% | — |
| 4 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 9% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Amplify BlackSwan ISWN ETF · ISWN cheaper | 9% | 0.49% | — |
| 6 | Optima Strategic Credit Fund diff. adviser | 9% | 2.10% | Optima Asset Management LLC |
| 7 | Vest 10 Year Interest Rate Hedge ETF · RYSE diff. adviser | 9% | 0.94% | VEST FINANCIAL LLC |
| 8 | Vest 2 Year Interest Rate Hedge ETF · HYKE diff. adviser | 9% | 0.93% | VEST FINANCIAL LLC |
| 9 | WisdomTree 7-10 Year Laddered Treasury Fund · USIN cheaper diff. adviser | 8% | 0.15% | WisdomTree Asset Management, Inc. |
| 10 | iShares 7-10 Year Treasury Bond ETF · IEF cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 11 | Catalyst Buffered Shield Fund · SHIEX, SHINX, SHIIX | 8% | 1.35% | — |
| 12 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 7% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 7% | 2.03% | AlphaCentric Advisors LLC |
| 14 | T. Rowe Price U.S. Treasury Intermediate Index Fund · PRTIX, PRKIX, TRZTX cheaper diff. adviser | 7% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | Aptus January Buffer ETF · JANB cheaper | 6% | 0.25% | — |
| 16 | Aptus Deferred Income ETF · DEFR | 6% | 0.79% | — |
| 17 | Aptus July Buffer ETF · JULB cheaper | 6% | 0.25% | — |
| 18 | Aptus October Buffer ETF · OCTB cheaper | 6% | 0.25% | — |
| 19 | Aptus April Buffer ETF · APRB cheaper | 6% | 0.25% | — |
| 20 | BMC FUND INC | 6% | — | — |
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