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 | Saturna Short-Term Bond Fund · STBFX cheaper diff. adviser | 15% | 0.60% | SATURNA CAPITAL CORPORATION |
| 2 | Arca US Treasury Fund | 10% | — | — |
| 3 | Rational Premium Income Fund · HRSAX, HRSTX, HRSFX diff. adviser | 10% | 2.04% | Rational Advisors, Inc. |
| 4 | Dunham Long/Short Credit Fund · DAAIX, DCAIX, DNAIX diff. adviser | 10% | 0.91% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Federated Hermes Prudent Bear Fund · BEARX, PBRCX, PBRIX | 10% | 2.43% | — |
| 6 | Catalyst Systematic High Income Fund · CWXAX, CWXCX, CWXIX | 10% | 2.06% | — |
| 7 | WisdomTree Bloomberg U.S. Dollar Bullish Fund · USDU cheaper diff. adviser | 10% | 0.51% | WisdomTree Asset Management, Inc. |
| 8 | Spectrum Low Volatility Fund · SVARX, SVASX diff. adviser | 10% | 2.81% | Advisors Preferred, LLC |
| 9 | Hennessy Balanced Fund · HBFBX diff. adviser | 10% | 1.88% | Hennessy Advisors Inc. |
| 10 | Spectrum Active Advantage Fund · SAPEX diff. adviser | 10% | 2.99% | Advisors Preferred, LLC |
| 11 | Allspring Alternative Risk Premia Fund · WRPRX, WRPIX diff. adviser | 10% | 0.64% | Allspring Funds Management, LLC |
| 12 | Amplify Seymour Cannabis ETF · CNBS | 10% | 0.76% | — |
| 13 | Navigator Tactical Investment Grade Bond Fund · NTIIX diff. adviser | 10% | 1.06% | Clark Capital Management Group, Inc. |
| 14 | Spectrum Unconstrained Fund · SUNBX diff. adviser | 10% | 3.46% | Advisors Preferred, LLC |
| 15 | Gabelli Automation ETF · GGTL cheaper diff. adviser | 10% | 0.00% | Gabelli Funds, LLC |
| 16 | YieldMax TSLA Option Income Strategy ETF · TSLY diff. adviser | 10% | 1.07% | Tidal Investments LLC |
| 17 | YieldMax COIN Option Income Strategy ETF · CONY diff. adviser | 10% | 1.04% | Tidal Investments LLC |
| 18 | YieldMax GOOGL Option Income Strategy ETF · GOOY diff. adviser | 10% | 1.14% | Tidal Investments LLC |
| 19 | YieldMax NFLX Option Income Strategy ETF · NFLY diff. adviser | 10% | 1.01% | Tidal Investments LLC |
| 20 | YieldMax NVDA Option Income Strategy ETF · NVDY diff. adviser | 10% | 1.09% | Tidal Investments LLC |
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