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 | Allspring Real Return Portfolio | 35% | — | Allspring Funds Management, LLC |
| 2 | YieldMax SNOW Option Income Strategy ETF · SNOY diff. adviser | 30% | 1.00% | Tidal Investments LLC |
| 3 | YieldMax HOOD Option Income Strategy ETF · HOOY diff. adviser | 30% | 0.99% | Tidal Investments LLC |
| 4 | YieldMax TSLA Performance & Distribution Target 25 ETF · TEST | 30% | 1.01% | — |
| 5 | Allspring Macro Strategies Portfolio | 28% | — | Allspring Funds Management, LLC |
| 6 | YieldMax(TM) TSM Option Income Strategy ETF · TSMY diff. adviser | 27% | 1.01% | Tidal Investments LLC |
| 7 | Federated Hermes Prudent Bear Fund · BEARX, PBRCX, PBRIX | 26% | 2.43% | — |
| 8 | Arca US Treasury Fund | 25% | — | — |
| 9 | Catalyst Systematic High Income Fund · CWXAX, CWXCX, CWXIX | 25% | 2.06% | — |
| 10 | Spectrum Active Advantage Fund · SAPEX diff. adviser | 25% | 2.99% | Advisors Preferred, LLC |
| 11 | Innovator Premium Income 20 Barrier ETF - July diff. adviser | 25% | 0.79% | Innovator Capital Management, LLC |
| 12 | Innovator Premium Income 30 Barrier ETF - July diff. adviser | 25% | 0.79% | Innovator Capital Management, LLC |
| 13 | Cambria Tactical Yield ETF · TYLD cheaper diff. adviser | 25% | 0.59% | Cambria Investment Management, L.P. |
| 14 | DoubleLine Commodity Strategy ETF · DCMT diff. adviser | 25% | 0.66% | Doubleline Alternatives LP |
| 15 | Innovator Premium Income 15 Buffer ETF - July diff. adviser | 25% | 0.79% | Innovator Capital Management, LLC |
| 16 | Kurv Yield Premium Strategy Amazon (AMZN) ETF diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 17 | Kurv Yield Premium Strategy Apple (AAPL) ETF diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 18 | Kurv Yield Premium Strategy Google (GOOGL) ETF diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 19 | Kurv Yield Premium Strategy Microsoft (MSFT) ETF diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 20 | Kurv Yield Premium Strategy Netflix (NFLX) ETF diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
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