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 | Toews Hedged U.S. Opportunity Fund · THSMX | 98% | 1.26% | Toews Corporation |
| 2 | Toews Tactical Defensive Alpha Fund · TMREX | 93% | 1.26% | Toews Corporation |
| 3 | Rareview Government Money Market ETF | 19% | — | — |
| 4 | Wisdom Short Term Government Fund · SLWTX cheaper diff. adviser | 12% | 0.23% | Wisdom Fixed Income Management, LLC |
| 5 | Princeton Adaptive Premium Fund diff. adviser | 11% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 6 | Alger Dynamic Opportunities Fund · SPEDX, ADOZX, ADOCX diff. adviser | 7% | 1.69% | Fred Alger Management, Inc. |
| 7 | DFA TWO-YEAR GOVERNMENT PORTFOLIO · DFYGX cheaper diff. adviser | 6% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 8 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 5% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 9 | Virtus AlphaSimplex Managed Futures ETF · ASMF cheaper diff. adviser | 5% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 10 | Virtus AlphaSimplex Global Macro ETF | 4% | — | — |
| 11 | iShares Enhanced Roll Yield Index Fund cheaper diff. adviser | 2% | 0.01% | BlackRock Fund Advisors |
| 12 | iShares Securitized Income Active ETF cheaper | 2% | 0.40% | — |
| 13 | SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · CERY cheaper diff. adviser | 2% | 0.28% | SSGA Funds Management, Inc. |
| 14 | Limited Term Tax Exempt Bond Fund of America · LTEBX, LTXCX, LTXFX, LTEFX, FLTEX, TLTTX cheaper diff. adviser | 1% | 0.26% | Capital Research and Management Company |
| 15 | Saba Capital Income & Opportunities Fund | 1% | — | — |
| 16 | Saba Capital Income & Opportunities Fund II | 1% | — | — |
| 17 | ENHANCED U.S. LARGE COMPANY PORTFOLIO · DFELX cheaper diff. adviser | 1% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 18 | ULTRA SMALL CAP PROFUND · UAPIX, UAPSX diff. adviser | 1% | 1.67% | ProFund Advisors LLC |
| 19 | ULTRA JAPAN PROFUND · UJPIX, UJPSX diff. adviser | 1% | 1.71% | ProFund Advisors LLC |
| 20 | S&P 500 Index Fund · SPFIX, SPXKX cheaper diff. adviser | 1% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
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