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 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 30% | 1.53% | American Beacon Advisors, Inc. |
| 2 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 29% | 0.14% | SSGA Funds Management, Inc. |
| 3 | Simplify Chinese Commodities Strategy No K-1 ETF cheaper | 28% | 0.99% | — |
| 4 | Simplify Gold Strategy PLUS Income ETF · YGLD cheaper diff. adviser | 27% | 0.53% | Simplify Asset Management Inc. |
| 5 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX cheaper diff. adviser | 26% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 6 | Navigator Tactical Investment Grade Bond Fund · NTIIX cheaper diff. adviser | 25% | 1.06% | Clark Capital Management Group, Inc. |
| 7 | CM Commodity Index Fund · CMCAX, COMIX, CMCYX cheaper diff. adviser | 23% | 0.65% | Van Eck Absolute Return Advisers Corporation |
| 8 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 23% | 0.05% | — |
| 9 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Simplify Commodities Strategy No K-1 ETF · HARD cheaper diff. adviser | 19% | 0.78% | Simplify Asset Management Inc. |
| 11 | EFFICIENT ENHANCED MULTI-ASSET FUND · EFFAX, EFFIX diff. adviser | 19% | 2.00% | Efficient Capital Management, LLC |
| 12 | State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF · BILS cheaper diff. adviser | 19% | 0.14% | SSGA Funds Management, Inc. |
| 13 | Lincoln Inflation Plus Fund · LFTEX, LFTAX cheaper diff. adviser | 18% | 1.12% | Lincoln Financial Investments Corporation |
| 14 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 18% | 0.06% | The Vanguard Group, Inc. |
| 15 | Simplify Managed Futures Strategy ETF · CTA cheaper diff. adviser | 18% | 0.75% | Simplify Asset Management Inc. |
| 16 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 18% | 1.76% | Campbell & Company Investment Adviser LLC |
| 17 | Simplify DBi CTA Managed Futures Index ETF · SDMF cheaper | 18% | 0.35% | — |
| 18 | Simplify Interest Rate Hedge ETF · PFIX cheaper diff. adviser | 18% | 0.50% | Simplify Asset Management Inc. |
| 19 | Simplify Multi-QIS Alternative ETF · QIS cheaper diff. adviser | 18% | 1.21% | Simplify Asset Management Inc. |
| 20 | DoubleLine Commodity Strategy ETF · DCMT cheaper diff. adviser | 18% | 0.66% | Doubleline Alternatives LP |
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