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 | Neuberger Berman Emerging Markets Debt Fund · NERAX, NERCX, NERIX diff. adviser | 9% | 0.79% | Neuberger Berman Investment Advisers LLC |
| 2 | Franklin Strategic Mortgage Portfolio | 5% | 0.73% | — |
| 3 | VanEck Emerging Markets Bond Fund · EMBAX, EMBUX, EMBYX diff. adviser | 3% | 0.86% | Van Eck Associates Corporation |
| 4 | Morgan Creek Global Equity Long/Short Institutional Fund | 3% | — | — |
| 5 | Swan Defined Risk Emerging Markets Fund | 3% | 1.48% | — |
| 6 | Swan Defined Risk Foreign Fund | 3% | 1.71% | — |
| 7 | Swan Defined Risk U.S. Small Cap Fund | 3% | 1.58% | — |
| 8 | FS Chiron Capital Allocation Fund · CCAPX, CCPCX, CCPAX diff. adviser | 3% | 1.16% | Chiron Investment Management LLC |
| 9 | SIIT WORLD SELECT EQUITY FUND · SWSAX cheaper | 3% | 0.64% | — |
| 10 | Penn Mutual AM 1847 Income Fund · PMEFX diff. adviser | 3% | 0.65% | Penn Mutual Asset Management, LLC |
| 11 | Direxion Daily Cloud Computing Bull 2X Shares · CLDL diff. adviser | 3% | 0.96% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | KraneShares European Carbon Allowance Strategy ETF · KEUA diff. adviser | 3% | 0.87% | Krane Funds Advisors, LLC |
| 13 | Invesco V.I. NASDAQ 100 Buffer Fund - September diff. adviser | 3% | 0.71% | Invesco Advisers, Inc. |
| 14 | Invesco V.I. NASDAQ 100 Buffer Fund - December diff. adviser | 3% | 0.71% | Invesco Advisers, Inc. |
| 15 | Invesco V.I. NASDAQ 100 Buffer Fund - March diff. adviser | 3% | 0.71% | Invesco Advisers, Inc. |
| 16 | Invesco V.I. NASDAQ 100 Buffer Fund - June diff. adviser | 3% | 0.71% | Invesco Advisers, Inc. |
| 17 | Innovator U.S. Equity Accelerated ETF - October diff. adviser | 3% | 0.79% | Innovator Capital Management, LLC |
| 18 | Amplify BlackSwan Tech & Treasury ETF cheaper | 3% | 0.49% | — |
| 19 | Optima Strategic Credit Fund diff. adviser | 3% | 2.10% | Optima Asset Management LLC |
| 20 | Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares · EVAV diff. adviser | 3% | 0.98% | RAFFERTY ASSET MANAGEMENT, LLC |
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