Overview Performance Dividends Metrics Financials ETFs Industry Splits Correlations

21 Stock and 79 ETF Saratoga Investment (SAR) alternatives

The most close Saratoga Investment (SAR) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9267.

Stocks that highly correlated with SAR

Symbol	Name	Market cap	Sector	Industry	Correlation
ADAMM	Adamas Trust Inc	$2.27B	Real Estate	Reit - Mortgage	0.81
EFC-P-A	Ellington Financial Inc	$3.14B	N/A	Other	0.75
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.75
CHMI-P-B	Cherry Hill Mortgage Investment Corporation	$876M	N/A	Other	0.74
ADAMN	Adamas Trust Inc	$2.19B	Real Estate	Reit - Mortgage	0.73
AJXA	Great Ajax Corp	$129M	N/A	N/A	0.72
EFC	Ellington Financial Inc	$1.71B	Real Estate	Reit - Mortgage	0.72
LADR	Ladder Capital Corp - Class A	$1.24B	Real Estate	Reit - Mortgage	0.72
STWD	Starwood Property Trust Inc	$6.18B	Real Estate	Reit - Mortgage	0.72
NMFC	New Mountain Finance Corp	$680M	Financial Services	Asset Management	0.72
ARI	Apollo Commercial Real Estate Finance Inc	$1.44B	Real Estate	Reit - Mortgage	0.72
OXSQZ	Oxford Square Capital Corp	$1.85B	N/A	Other	0.71
BCSF	Bain Capital Specialty Finance Inc	$834M	Financial Services	Asset Management	0.71
RCB	Ready Capital Corp	$3.99B	N/A	Other	0.71
ECCX	Eagle Point Credit Company Inc. 6.6875% Notes due 2028	$452M	Financials	Investment Banking & Investment Services	0.71
PFLT	PennantPark Floating Rate Capital Ltd	$715M	Financial Services	Asset Management	0.70
RITM	Rithm Capital Corporation	$5.15B	Real Estate	Reit - Mortgage	0.70
MITT-P-A	AG Mortgage Investment Trust Inc	$677M	N/A	Other	0.70
EPRT	Essential Properties Realty Trust Inc	$6.77B	Real Estate	Reit - Retail	0.69
ACR-P-C	ACRES Commercial Realty Corp	$181M	N/A	N/A	0.69
FGMC	FG Merger II Corp	$83M	Financial Services	Shell Companies	0.69

ETFs that highly correlated with SAR

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.93
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$31M	10.60%	Feb 7, 2019	0.79
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.40B	2.11%	May 15, 2018	0.77
HIPS	GraniteShares HIPS US High Income ETF	$110M	1.17%	Jan 7, 2015	0.76
RYLD	GLOBAL X RUSSELL 2000 COVERED CALL ETF	$1.40B	0.60%	Apr 18, 2019	0.76
MORT	VANECK MORTGAGE REIT INCOME ETF	$400M	0.43%	Aug 16, 2011	0.75
REM	iShares Mortgage Real Estate ETF	$548M	0.48%	May 1, 2007	0.75
BSJQ	INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	$942M	0.43%	Aug 9, 2018	0.75
SRET	GLOBAL X SUPERDIVIDEND REIT ETF	$233M	0.58%	Mar 16, 2015	0.75
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$46M	0.50%	Jul 13, 2015	0.75
KBWD	INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	$424M	5.39%	Dec 2, 2010	0.75
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.74
NETL	COLTERPOINT NET LEASE REAL ESTATE ETF	$53M	0.60%	Mar 21, 2019	0.73
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$174M	0.68%	Dec 3, 2019	0.73
HOMZ	HOYA CAPITAL HOUSING ETF	$37M	0.30%	Mar 19, 2019	0.73
BDCZ	BDCZ	$11M	0.85%	Oct 9, 2015	0.72
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.72
HYGV	FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND	$1.10B	0.37%	Jul 17, 2018	0.72
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.60B	0.15%	Feb 26, 2019	0.72
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$416M	0.71%	Aug 13, 2012	0.72
BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$854M	0.42%	Sep 12, 2019	0.72
TPHD	TIMOTHY PLAN HIGH DIVIDEND STOCK ETF	$351M	0.52%	Apr 30, 2019	0.72
CZA	INVESCO ZACKS MID-CAP ETF	$187M	0.69%	Apr 2, 2007	0.72
OSCV	OPUS SMALL CAP VALUE ETF	$699M	0.79%	Jul 18, 2018	0.72
HDLB	UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044	$5.20M	N/A	Oct 25, 2019	0.71
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$73M	0.30%	Dec 1, 2016	0.71
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.71
PHYL	PGIM ACTIVE HIGH YIELD BOND ETF	$1.30B	0.39%	Sep 24, 2018	0.71
BGH	Barings Global Short Duration High Yield Fund	$300M	N/A	N/A	0.71
YLD	PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF)	$573M	0.39%	Jul 8, 2015	0.71
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$4B	0.38%	Jun 16, 2006	0.71
DSL	Doubleline Income Solutions Fund	$1.30B	N/A	N/A	0.71
DIV	GLOBAL X SUPERDIVIDEND U.S. ETF	$747M	0.45%	Mar 11, 2013	0.71
SHYL	XTRACKERS SHORT DURATION HIGH YIELD BOND ETF	$266M	0.20%	Jan 9, 2018	0.71
FID	First Trust S&P International Dividend Aristocrats ETF	$157M	0.60%	Aug 22, 2013	0.71
HYS	PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	$1.70B	0.56%	Jun 16, 2011	0.71
HYUP	XTRACKERS HIGH BETA HIGH YIELD BOND ETF	$46M	0.20%	Jan 11, 2018	0.71
BGB	Blackstone Strategic Credit 2027 Term Fund	$525M	N/A	N/A	0.70
PEX	ProShares Global Listed Private Equity ETF	$11M	2.95%	Feb 26, 2013	0.70
SDIV	GLOBAL X SUPERDIVIDEND ETF	$1.20B	0.58%	Jun 8, 2011	0.70
JHSC	JOHN HANCOCK MULTIFACTOR SMALL CAP ETF	$687M	0.42%	Nov 8, 2017	0.70
TPLC	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	$304M	0.52%	Apr 30, 2019	0.70
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.70
DIVY	SOUND EQUITY DIVIDEND INCOME ETF	$29M	0.45%	Dec 30, 2020	0.70
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$79M	3.69%	Sep 27, 2016	0.70
BGX	Blackstone Long-Short Credit Income Fund	$155M	N/A	N/A	0.70
AUSF	GLOBAL X ADAPTIVE U.S. FACTOR ETF	$847M	0.27%	Aug 24, 2018	0.70
AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	$19B	0.36%	Sep 24, 2019	0.70
MUNA	NORTHERN TRUST 2030 TAX-EXEMPT DISTRIBUTING LADDER ETF	$9M	0.18%	Aug 18, 2025	0.70
GYLD	ARROW DOW JONES GLOBAL YIELD ETF	$33M	0.75%	May 8, 2012	0.70
WWJD	INSPIRE INTERNATIONAL ETF	$550M	0.61%	Sep 30, 2019	0.70
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$29B	0.25%	Sep 24, 2019	0.70
IYLD	ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF	$126M	0.50%	Apr 3, 2012	0.70
JRI	Nuveen Real Asset Income and Growth Fund	$486M	N/A	N/A	0.70
AFSM	FIRST TRUST ACTIVE FACTOR SMALL CAP ETF	$115M	0.75%	Dec 3, 2019	0.70
PFFL	ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETN due September 25 2048	$4.50M	N/A	Sep 26, 2018	0.70
SMMV	ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF	$290M	0.20%	Sep 7, 2016	0.70
HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$1.60B	0.35%	Jul 11, 2017	0.69
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$118M	0.40%	May 19, 2006	0.69
IFRA	ISHARES U.S. INFRASTRUCTURE ETF	$4.60B	0.30%	Apr 3, 2018	0.69
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.69
MIDU	DIREXION DAILY MID CAP BULL 3X SHARES	$82M	N/A	Jan 8, 2009	0.69
SCHM	SCHWAB U.S. MID-CAP ETF	$15B	0.03%	Jan 13, 2011	0.69
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.70B	0.18%	Jul 24, 2000	0.69
MDYV	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF	$2.70B	0.15%	Nov 8, 2005	0.69
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.50B	0.10%	Sep 7, 2010	0.69
INKM	STATE STREET(R)INCOME ALLOCATION ETF	$72M	0.50%	Apr 25, 2012	0.69
UMDD	PROSHARES ULTRAPRO MIDCAP400	$35M	N/A	Feb 9, 2010	0.69
FLAU	FRANKLIN FTSE AUSTRALIA ETF	$86M	0.09%	Nov 2, 2017	0.69
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.69
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$32M	0.83%	Sep 30, 2019	0.69
USVM	VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF	$1.70B	0.29%	Oct 24, 2017	0.69
SJNK	STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF	$4.90B	0.40%	Mar 14, 2012	0.69
FNX	FIRST TRUST MID CAP CORE ALPHADEX FUND	$1.40B	0.62%	May 8, 2007	0.69
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.69
AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$17B	0.23%	Sep 24, 2019	0.69
MVV	PROSHARES ULTRA MIDCAP400	$168M	N/A	Jun 19, 2006	0.69
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$16B	0.23%	Jul 17, 2001	0.69
CIK	Credit Suisse Asset Management Income Fund Inc	$150M	N/A	N/A	0.69