Overview Performance Dividends Metrics Financials ETFs Industry Splits Correlations

20 Stock and 80 ETF Saratoga Investment (SAR) alternatives

The most close Saratoga Investment (SAR) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9571.

Stocks that highly correlated with SAR

Symbol	Name	Market cap	Sector	Industry	Correlation
ADAMM	Adamas Trust Inc	$2.28B	Real Estate	Reit - Mortgage	0.82
EFC-P-A	Ellington Financial Inc	$3.14B	N/A	Other	0.75
CHMI-P-B	Cherry Hill Mortgage Investment Corporation	$861M	N/A	Other	0.75
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.75
ADAMN	Adamas Trust Inc	$2.11B	Real Estate	Reit - Mortgage	0.74
STWD	Starwood Property Trust Inc	$6.42B	Real Estate	Reit - Mortgage	0.73
EFC	Ellington Financial Inc	$1.70B	Real Estate	Reit - Mortgage	0.73
LADR	Ladder Capital Corp - Class A	$1.28B	Real Estate	Reit - Mortgage	0.73
BCSF	Bain Capital Specialty Finance Inc	$869M	Financial Services	Asset Management	0.73
AJXA	Great Ajax Corp	$129M	N/A	N/A	0.72
NMFC	New Mountain Finance Corp	$769M	Financial Services	Asset Management	0.72
OXSQZ	Oxford Square Capital Corp	$1.85B	N/A	Other	0.72
EPRT	Essential Properties Realty Trust Inc	$6.76B	Real Estate	Reit - Retail	0.72
ARI	Apollo Commercial Real Estate Finance Inc	$1.49B	Real Estate	Reit - Mortgage	0.71
RITM	Rithm Capital Corporation	$5.19B	Real Estate	Reit - Mortgage	0.71
FDUS	Fidus Investment Corp	$718M	Financial Services	Asset Management	0.71
PFLT	PennantPark Floating Rate Capital Ltd	$814M	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
ACR-P-C	ACRES Commercial Realty Corp	$186M	N/A	N/A	0.70

ETFs that highly correlated with SAR

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$39M	3.36%	Dec 27, 2006	0.96
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$33M	10.60%	Feb 7, 2019	0.80
HIPS	GraniteShares HIPS US High Income ETF	$105M	1.17%	Jan 7, 2015	0.78
RYLD	GLOBAL X RUSSELL 2000 COVERED CALL ETF	$1.30B	0.60%	Apr 18, 2019	0.78
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.30B	2.11%	May 15, 2018	0.78
MORT	VANECK MORTGAGE REIT INCOME ETF	$407M	0.43%	Aug 16, 2011	0.77
REM	iShares Mortgage Real Estate ETF	$580M	0.48%	May 1, 2007	0.77
SRET	GLOBAL X SUPERDIVIDEND REIT ETF	$237M	0.58%	Mar 16, 2015	0.77
KBWD	INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	$448M	5.39%	Dec 2, 2010	0.76
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.76
ALTY	GLOBAL X ALTERNATIVE INCOME ETF	$45M	0.50%	Jul 13, 2015	0.76
BSJQ	INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	$1.10B	0.43%	Aug 9, 2018	0.76
NETL	NETLEASE CORPORATE REAL ESTATE ETF	$48M	0.60%	Mar 21, 2019	0.76
HOMZ	HOYA CAPITAL HOUSING ETF	$35M	0.30%	Mar 19, 2019	0.75
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.74
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$153M	0.68%	Dec 3, 2019	0.74
TPHD	TIMOTHY PLAN HIGH DIVIDEND STOCK ETF	$360M	0.52%	Apr 30, 2019	0.74
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	$77M	0.30%	Dec 1, 2016	0.74
BDCZ	BDCZ	$12M	0.85%	Oct 9, 2015	0.74
CZA	INVESCO ZACKS MID-CAP ETF	$186M	0.69%	Apr 2, 2007	0.74
OSCV	OPUS SMALL CAP VALUE ETF	$682M	0.79%	Jul 18, 2018	0.74
MDIV	MULTI-ASSET DIVERSIFIED INCOME INDEX FUND	$417M	0.71%	Aug 13, 2012	0.74
HYGV	FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND	$1.10B	0.37%	Jul 17, 2018	0.73
HDLB	UBS AG London Branch ETRACS Monthly Pay 2X Leveraged US High Divid Low Volatility ETN Ser B 09302044	$5.50M	N/A	Oct 25, 2019	0.73
BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$824M	0.42%	Sep 12, 2019	0.73
DIVY	SOUND EQUITY DIVIDEND INCOME ETF	$28M	0.45%	Dec 30, 2020	0.73
BGH	Barings Global Short Duration High Yield Fund	$298M	N/A	N/A	0.73
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.40B	0.15%	Feb 26, 2019	0.73
DIV	GLOBAL X SUPERDIVIDEND U.S. ETF	$750M	0.45%	Mar 11, 2013	0.73
SMMV	ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF	$284M	0.20%	Sep 7, 2016	0.73
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$3.90B	0.38%	Jun 16, 2006	0.72
PHYL	PGIM ACTIVE HIGH YIELD BOND ETF	$1.30B	0.39%	Sep 24, 2018	0.72
DSL	Doubleline Income Solutions Fund	$1.30B	N/A	N/A	0.72
PEX	ProShares Global Listed Private Equity ETF	$12M	2.95%	Feb 26, 2013	0.72
SDIV	GLOBAL X SUPERDIVIDEND ETF	$1.30B	0.58%	Jun 8, 2011	0.72
SHYL	XTRACKERS SHORT DURATION HIGH YIELD BOND ETF	$261M	0.20%	Jan 9, 2018	0.72
FID	First Trust S&P International Dividend Aristocrats ETF	$161M	0.60%	Aug 22, 2013	0.72
YLD	PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF)	$524M	0.39%	Jul 8, 2015	0.72
TPLC	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	$359M	0.52%	Apr 30, 2019	0.72
AUSF	GLOBAL X ADAPTIVE U.S. FACTOR ETF	$872M	0.27%	Aug 24, 2018	0.72
HYS	PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	$1.70B	0.56%	Jun 16, 2011	0.72
BGB	Blackstone Strategic Credit 2027 Term Fund	$532M	N/A	N/A	0.72
JHSC	JOHN HANCOCK MULTIFACTOR SMALL CAP ETF	$670M	0.42%	Nov 8, 2017	0.72
JRI	Nuveen Real Asset Income and Growth Fund	$498M	N/A	N/A	0.72
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$75M	3.69%	Sep 27, 2016	0.72
HYUP	XTRACKERS HIGH BETA HIGH YIELD BOND ETF	$44M	0.20%	Jan 11, 2018	0.71
GYLD	ARROW DOW JONES GLOBAL YIELD ETF	$32M	0.75%	May 8, 2012	0.71
AFSM	FIRST TRUST ACTIVE FACTOR SMALL CAP ETF	$94M	0.75%	Dec 3, 2019	0.71
BGX	Blackstone Long-Short Credit Income Fund	$157M	N/A	N/A	0.71
EZM	WISDOMTREE U.S. MIDCAP FUND	$886M	0.38%	Feb 23, 2007	0.71
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$333M	0.52%	Dec 2, 2019	0.71
WWJD	INSPIRE INTERNATIONAL ETF	$502M	0.61%	Sep 30, 2019	0.71
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$20M	0.83%	Sep 30, 2019	0.71
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$26B	0.25%	Sep 24, 2019	0.71
IYLD	ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF	$129M	0.50%	Apr 3, 2012	0.71
XSLV	INVESCO S&P SMALLCAP LOW VOLATILITY ETF	$242M	0.25%	Feb 15, 2013	0.71
KBWY	INVESCO KBW PREMIUM YIELD EQUITY REIT ETF	$276M	0.35%	Dec 2, 2010	0.71
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$113M	0.40%	May 19, 2006	0.71
USVM	VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF	$1.60B	0.29%	Oct 24, 2017	0.71
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$65B	0.05%	Jan 26, 2004	0.71
OAKM	OAKMARK U.S. LARGE CAP ETF	$1.10B	0.59%	Dec 3, 2024	0.70
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1B	0.06%	Jun 28, 2004	0.70
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.50B	0.18%	Jul 24, 2000	0.70
MDYV	SPDR(R) S & P 400 MID CAP VALUE ETF	$2.60B	0.15%	Nov 8, 2005	0.70
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.40B	0.10%	Sep 7, 2010	0.70
BBAX	JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF	$6.40B	0.19%	Aug 7, 2018	0.70
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$284M	0.19%	Sep 25, 2019	0.70
HYDB	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	$1.50B	0.35%	Jul 11, 2017	0.70
SMLL	HARBOR ACTIVE SMALL CAP ETF	$14M	0.80%	Aug 28, 2024	0.70
PFFL	ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETN due September 25 2048	$4.90M	N/A	Sep 26, 2018	0.70
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$15B	0.23%	Jul 17, 2001	0.70
INKM	SPDR SSGA INCOME ALLOCATION ETF	$76M	0.50%	Apr 25, 2012	0.70
AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	$19B	0.36%	Sep 24, 2019	0.70
SJNK	SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF	$4.80B	0.40%	Mar 14, 2012	0.70
FLAU	FRANKLIN FTSE AUSTRALIA ETF	$93M	0.09%	Nov 2, 2017	0.70
MIDU	DIREXION DAILY MID CAP BULL 3X SHARES	$84M	N/A	Jan 8, 2009	0.70
FLQS	FRANKLIN U.S. SMALL CAP MULTIFACTOR INDEX ETF	$51M	0.35%	Apr 26, 2017	0.70
UMDD	PROSHARES ULTRAPRO MIDCAP400	$32M	N/A	Feb 9, 2010	0.70
SOR	Source Capital Inc	$405M	N/A	N/A	0.70
ASLV	ALLSPRING SPECIAL LARGE VALUE ETF	$223M	0.35%	Mar 26, 2025	0.70