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 | Catalyst/SMH High Income Fund · HIIFX, HIICX, HIIIX cheaper | 27% | 1.24% | — |
| 2 | Putnam BDC Income ETF | 18% | 13.49% | Putnam Investment Management, LLC |
| 3 | WHITEWOLF Publicly Listed Private Equity ETF · LBO | 16% | 6.71% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | FT Confluence BDC & Specialty Finance Income ETF · FBDC | 14% | 12.44% | First Trust Advisors L.P. |
| 5 | VanEck BDC Income ETF · BIZD | 12% | 12.86% | Van Eck Absolute Return Advisers Corporation |
| 6 | ProShares Global Listed Private Equity ETF · PEX | 11% | 2.95% | PROSHARE ADVISORS LLC |
| 7 | WisdomTree Private Credit and Alternative Income Digital Fund · CRDYX | 11% | 4.16% | — |
| 8 | WisdomTree Private Credit and Alternative Income Fund · HYIN | 10% | 4.34% | WisdomTree Asset Management, Inc. |
| 9 | Virtus Private Credit Strategy ETF · VPC | 9% | 10.60% | Virtus Investment Advisers, LLC |
| 10 | FIS Faith Income ETF · FTHB cheaper | 9% | 0.65% | — |
| 11 | Invesco Global Listed Private Equity ETF · PSP cheaper | 8% | 1.80% | Invesco Capital Management LLC |
| 12 | ABSOLUTE CONVERTIBLE ARBITRAGE FUND · ARBOX, ARBIX cheaper | 8% | 1.47% | Absolute Investment Advisers LLC |
| 13 | VELA INTERNATIONAL FUND cheaper | 8% | 1.10% | VELA Investment Management, LLC |
| 14 | North Star Opportunity Fund · NSOIX, NSOPX, NSIRX cheaper | 8% | 1.31% | North Star Investment Management Corp. |
| 15 | Cambria Cannabis ETF · TOKE cheaper | 8% | 0.44% | Cambria Investment Management, L.P. |
| 16 | Cambria Value and Momentum ETF · VAMO cheaper | 8% | 0.65% | Cambria Investment Management, L.P. |
| 17 | AlphaCentric Symmetry Strategy Fund · SYMIX, SYMAX, SYMCX cheaper | 8% | 1.72% | AlphaCentric Advisors LLC |
| 18 | Catalyst/Welton Advantage Multi-Strategy Fund · CWEAX, CWECX, CWEIX | 7% | 2.02% | — |
| 19 | Destiny Tech100 Inc. | 7% | — | — |
| 20 | Niagara Income Opportunities Fund | 7% | — | — |
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