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 | Princeton Premium Fund diff. adviser | 85% | 1.96% | PRINCETON FUND ADVISORS, LLC |
| 2 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 41% | 0.06% | The Vanguard Group, Inc. |
| 3 | Simplify Bond Bull ETF diff. adviser | 39% | 0.50% | Simplify Asset Management Inc. |
| 4 | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF · MMKT diff. adviser | 37% | 0.20% | Texas Capital Bank Private Wealth Advisors |
| 5 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · BIL cheaper diff. adviser | 35% | 0.14% | SSGA Funds Management, Inc. |
| 6 | NEOS Enhanced Income 1-3 Month T-Bill ETF · CSHI diff. adviser | 31% | 0.39% | NEOS Investment Management, LLC |
| 7 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD diff. adviser | 30% | 0.30% | abrdn Inc. |
| 8 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI diff. adviser | 29% | 0.26% | abrdn Inc. |
| 9 | Simplify Multi-QIS Alternative ETF · QIS diff. adviser | 27% | 1.21% | Simplify Asset Management Inc. |
| 10 | Princeton Adaptive Premium Fund diff. adviser | 26% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 11 | State Street SPDR Portfolio Ultra Short T-Bill ETF · SPTU cheaper | 25% | 0.05% | — |
| 12 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 24% | 0.15% | BlackRock Fund Advisors |
| 13 | Simplify Interest Rate Hedge ETF · PFIX diff. adviser | 24% | 0.50% | Simplify Asset Management Inc. |
| 14 | Simplify Ancorato Target 25 Distribution ETF · XXV | 23% | 0.85% | — |
| 15 | KraneShares Mount Lucas Managed Futures Index Strategy ETF · KMLM diff. adviser | 23% | 0.90% | Krane Funds Advisors, LLC |
| 16 | iShares 0-3 Month Treasury Bond ETF · SGOV cheaper diff. adviser | 22% | 0.09% | BlackRock Fund Advisors |
| 17 | Goldman Sachs Strategic Volatility Premium Fund · SVPFX, SVPBX diff. adviser | 21% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 18 | Fidelity Series Treasury Bill Index Fund · FHQFX cheaper diff. adviser | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | MetLife Multi-Index Targeted Risk Portfolio diff. adviser | 19% | 0.66% | Brighthouse Investment Advisers, LLC |
| 20 | Simplify Currency Strategy ETF diff. adviser | 19% | 0.81% | Simplify Asset Management Inc. |
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