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 | Comstock Capital Value Fund · DRCVX, CPCCX, CPCRX, COMVX cheaper | 37% | 0.01% | Gabelli Funds, LLC |
| 2 | Nexpoint Merger Arbitrage Fund · HMEAX, HMECX, HMEZX | 36% | 1.90% | NexPoint Asset Management, L.P. |
| 3 | GDL Fund | 31% | — | — |
| 4 | AltShares Event-Driven ETF · EVNT cheaper | 26% | 1.33% | Water Island Capital, LLC |
| 5 | Water Island Event-Driven Fund · AEDFX, AEDNX, AGEAX cheaper | 25% | 1.46% | Water Island Capital, LLC |
| 6 | AltShares Merger Arbitrage ETF · ARB cheaper | 24% | 0.76% | Water Island Capital, LLC |
| 7 | ProShares Merger ETF · MRGR cheaper | 24% | 0.75% | PROSHARE ADVISORS LLC |
| 8 | THE ARBITRAGE FUND · ARBFX, ARBNX, ARBCX, ARGAX cheaper | 24% | 1.46% | Water Island Capital, LLC |
| 9 | Fidelity SAI Merger Arbitrage Fund · FMADX cheaper | 20% | 1.10% | — |
| 10 | The Merger Fund VL · MERVX cheaper | 19% | 1.54% | Virtus Investment Advisers, LLC |
| 11 | The Merger Fund · MERFX, MERIX cheaper | 18% | 1.27% | Virtus Investment Advisers, LLC |
| 12 | First Trust Merger Arbitrage ETF · MARB cheaper | 17% | 1.69% | First Trust Advisors L.P. |
| 13 | First Trust Multi-Strategy Fund · FTMAX, FTMIX, FTMCX cheaper | 17% | 1.60% | — |
| 14 | NYLI Merger Arbitrage ETF · MNA cheaper | 17% | 0.77% | New York Life Investment Management LLC |
| 15 | BlackRock Event Driven Equity Fund cheaper | 16% | 1.29% | BlackRock Advisors, LLC |
| 16 | Multi-Hedge Strategies Fund · RYMSX, RYMQX, RYMRX, RYIMX | 15% | 1.81% | Security Investors, LLC |
| 17 | Rivernorth Enhanced Pre-Merger SPAC ETF · SPCZ cheaper | 15% | 0.90% | TrueMark Investments, LLC |
| 18 | Multi-Hedge Strategies Fund | 15% | 1.82% | Security Investors, LLC |
| 19 | RiverNorth Opportunities Fund Inc. | 14% | — | — |
| 20 | Dunham Monthly Distribution Fund · DAMDX, DCMDX, DNMDX | 14% | 2.03% | Dunham & Associates Investment Counsel, Inc. |
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