Overview Performance Dividends Metrics Financials Correlations

39 Stock and 61 ETF Saratoga Investment (SAZ) alternatives

The most close Saratoga Investment (SAZ) alternative is ETF JHDG (WISDOMTREE JAPAN HEDGED QUALITY DIVIDEND GROWTH FUND NA). The correlation is 1.

Stocks that highly correlated with SAZ

Symbol	Name	Market cap	Sector	Industry	Correlation
VMGA	VMG Consumer Acquisition Corp - Class A	$299M	N/A	N/A	1.00
LVAC	Lava Medtech Acquisition Corp - Class A	$120M	N/A	N/A	1.00
ADAL	Anthemis Digital Acquisitions I Corp - Class A	$241M	N/A	N/A	1.00
SVNAU	7 Acquisition Corp - Units (1 Ord Share Class A & 1/2 War)	$301M	N/A	N/A	1.00
MTCR	Metacrine Inc	$25M	N/A	N/A	1.00
IIVI	Coherent Corp	$31B	N/A	N/A	1.00
AVACU	Avalon Acquisition Inc - Units (1 Ord Share Class A & 3/4 War)	$283M	N/A	N/A	1.00
MEOA	Minority Equality Opportunities Acquisition Inc - Class A	$114M	N/A	N/A	0.83
THRN	Thorne Healthtech Inc	$549M	N/A	N/A	0.80
SAY	Saratoga Investment Corp	$410M	N/A	N/A	0.79
RWAYL	Runway Growth Finance Corp	$911M	N/A	N/A	0.79
COFS	Choiceone Financial Services Inc	$472M	Financial Services	Banks - Regional	0.77
SDACU	Sustainable Development Acquisition I Corp - Units (1 Ord Class A & 1/2 War)	$210M	N/A	N/A	0.77
CNFRL	Conifer Holdings Inc	$303M	N/A	N/A	0.72
FLG-P-U	Flagstar Financial Inc Bifurcated Option Note Unit SecuritiES	$17B	N/A	N/A	0.71
SAJ	Saratoga Investment Corp	$412M	N/A	N/A	0.71
VABK	Virginia National Bankshares Corp	$233M	Financial Services	Banks - Regional	0.71
EICB	Eagle Point Income Company Inc. 7.75% Series B Term Preferred Stock Due 2028	$626M	Financial Services	Asset Management	0.71
AHR	American Healthcare REIT Inc	$9.59B	Real Estate	Reit - Healthcare Facilities	0.71
SABRP	Sabre Corp	$24B	N/A	N/A	0.71
SBFG	SB Financial Group Inc	$138M	Financial Services	Banks - Regional	0.68
TWCBU	Bilander Acquisition Corp - Units (1 Ord Share Class A & 1/4 War)	$229M	N/A	N/A	0.68
AURC	Better Home & Finance Holding Co. - Class A	$104M	N/A	N/A	0.68
MITT-P-A	AG Mortgage Investment Trust Inc	$677M	N/A	Other	0.68
SAT	Saratoga Investment Corp	$407M	N/A	N/A	0.67
FAF	First American Financial Corp	$6.90B	Financial Services	Insurance - Specialty	0.67
WDI	Western Asset Diversified Income Fund	$705M	Financial Services	Asset Management	0.66
CZWI	Citizens Community Bancorp Inc MD	$199M	Financial Services	Banks - Regional	0.66
APOS	Apollo Global Management Inc	$15B	Financial Services	Asset Management	0.66
TTAM	Titan America SA	$3.01B	Basic Materials	Building Materials	0.66
RBB	RBB Bancorp	$407M	Financial Services	Banks - Regional	0.65
BFST	Business First Bancshares Inc	$830M	Financial Services	Banks - Regional	0.65
SCU	Sculptor Capital Management Inc - Class A	$321M	N/A	N/A	0.65
NMRK	Newmark Group Inc - Class A	$2.65B	Real Estate	Real Estate Services	0.65
DHCNI	Diversified Healthcare Trust	$4.49B	N/A	N/A	0.65
NREF	NexPoint Real Estate Finance Inc	$290M	Real Estate	Reit - Mortgage	0.65
BWFG	Bankwell Financial Group Inc	$420M	Financial Services	Banks - Regional	0.65
ADAMG	Adamas Trust Inc	$2.26B	N/A	N/A	0.65
MITN	AG Mortgage Investment Trust Inc	$803M	N/A	N/A	0.64

ETFs that highly correlated with SAZ

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
JHDG	WISDOMTREE JAPAN HEDGED QUALITY DIVIDEND GROWTH FUND NA	$64M	0.49%	Apr 7, 2026	1.00
OMAH	VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF	$749M	0.95%	Mar 4, 2025	0.75
HYSA	BONDBLOXX USD HIGH YIELD BOND SECTOR ROTATION ETF	$31M	0.55%	Sep 18, 2023	0.75
BSJV	Invesco BulletShares 2031 High Yield Corporate Bond ETF	$84M	0.42%	Sep 20, 2023	0.74
FPEI	FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF	$1.90B	0.85%	Aug 22, 2017	0.73
VGI	Virtus Global Multi-Sector Income Fund	$91M	N/A	N/A	0.73
PGHY	INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF	$212M	0.35%	Jun 20, 2013	0.72
EVHY	EATON VANCE HIGH YIELD ETF	$34M	0.48%	Oct 16, 2023	0.72
FPE	FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	$6.40B	0.83%	Feb 11, 2013	0.72
PQDI	PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF	$69M	0.60%	Jun 16, 2020	0.71
BHYB	XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF	$2B	0.20%	Oct 26, 2023	0.71
PRFD	PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND	$212M	0.73%	Jan 18, 2023	0.71
IRTR	ISHARES LIFEPATH RETIREMENT ETF	$53M	0.08%	Oct 17, 2023	0.71
MSTI	MADISON SHORT-TERM STRATEGIC INCOME ETF	$51M	0.36%	Sep 5, 2023	0.71
EVV	Eaton Vance Ltd Duration Income Fund	$1.20B	N/A	N/A	0.70
BSCX	Invesco BulletShares 2033 Corporate Bond ETF	$958M	0.10%	Sep 20, 2023	0.69
EMD	Western Asset Emerging Markets Debt Fund Inc	$648M	N/A	N/A	0.69
JHPI	JOHN HANCOCK PREFERRED INCOME ETF	$178M	0.54%	Dec 14, 2021	0.69
EMHY	ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF	$584M	0.50%	Apr 3, 2012	0.69
ITDB	ISHARES LIFEPATH TARGET DATE 2030 ETF	$73M	0.09%	Oct 17, 2023	0.69
HYFI	AB HIGH YIELD ETF	$334M	0.40%	Jul 26, 2016	0.69
DFP	Flaherty & Crumrine Dynamic Preferred and Income Fund Inc	$463M	N/A	N/A	0.69
BINC	BlackRock Flexible Income ETF	$17B	0.40%	May 19, 2023	0.69
FFC	Flaherty & Crumrine Preferred and Income Securities Fund Inc	$840M	N/A	N/A	0.69
PREF	PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF	$1.50B	0.55%	Jul 10, 2017	0.69
XFLX	FUNDX FLEXIBLE ETF	$49M	0.97%	Jul 1, 2002	0.69
SCYB	SCHWAB HIGH YIELD BOND ETF	$2.50B	0.03%	Jul 10, 2023	0.68
VRP	INVESCO VARIABLE RATE PREFERRED ETF	$2.60B	0.50%	May 1, 2014	0.68
BSSX	Invesco BulletShares 2033 Municipal Bond ETF	$123M	0.18%	Sep 20, 2023	0.68
VEMY	VIRTUS STONE HARBOR EMERGING MARKETS HIGH YIELD BOND ETF	$21M	0.55%	Dec 12, 2022	0.68
JPC	Nuveen Preferred & Income Opportunities Fund	$3B	N/A	N/A	0.68
RAYJ	RAYLIANT SMDAM JAPAN EQUITY ETF	$25M	0.72%	Apr 3, 2024	0.68
HYEM	VANECK EMERGING MARKETS HIGH YIELD BOND ETF	$504M	0.40%	May 8, 2012	0.68
FPFD	FIDELITY PREFERRED SECURITIES & INCOME ETF	$83M	0.59%	Jun 15, 2021	0.68
GHTA	GOOSE HOLLOW TACTICAL ALLOCATION ETF	$41M	1.77%	Nov 16, 2021	0.67
BGIG	BAHL & GAYNOR INCOME GROWTH ETF	$2.10B	0.45%	Sep 14, 2023	0.67
CIF	MFS Intermediate High Income Fund	$32M	N/A	N/A	0.67
WABF	Western Asset Bond ETF	$16M	0.35%	Sep 19, 2023	0.67
FLC	Flaherty & Crumrine Total Return Fund Inc	$196M	N/A	N/A	0.67
FPF	First Trust Intermediate Duration Preferred & Income Fund	$1.20B	N/A	N/A	0.67
ITDC	ISHARES LIFEPATH TARGET DATE 2035 ETF	$92M	0.10%	Oct 17, 2023	0.66
PFFA	VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	$2.30B	2.11%	May 15, 2018	0.66
JEMB	JANUS HENDERSON EMERGING MARKETS DEBT HARD CURRENCY ETF	$477M	0.52%	Aug 13, 2024	0.66
XIDV	Franklin International Dividend Multiplier Index ETF	$56M	0.19%	Jan 21, 2025	0.66
HYT	BlackRock Corporate High Yield Fund Inc	$1.80B	N/A	N/A	0.65
PFD	Flaherty & Crumrine Preferred and Income Fund Inc	$161M	N/A	N/A	0.65
SPDG	SPDR PORTFOLIO S&P SECTOR NEUTRAL DIVIDEND ETF	$13M	0.05%	Sep 11, 2023	0.65
IYRI	NEOS REAL ESTATE HIGH INCOME ETF	$259M	0.68%	Jan 14, 2025	0.65
EVG	Eaton Vance Short Duration Diversified Income Fund	$151M	N/A	N/A	0.65
CGSM	CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF SHARE CLASS	$1.10B	0.25%	Sep 26, 2023	0.65
LDP	Cohen & Steers Ltd Duration Preferred and Income Fund Inc	$649M	N/A	N/A	0.65
NBFC	NEUBERGER BERMAN FLEXIBLE CREDIT INCOME ETF	$66M	0.40%	Jun 24, 2024	0.65
XSLV	INVESCO S&P SMALLCAP LOW VOLATILITY ETF	$242M	0.25%	Feb 15, 2013	0.65
FIIG	FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF	$671M	0.49%	Aug 2, 2023	0.65
PFFV	GLOBAL X VARIABLE RATE PREFERRED ETF	$302M	0.25%	Jun 22, 2020	0.65
SPFF	GLOBAL X SUPERINCOME PREFERRED ETF	$148M	0.48%	Jul 16, 2012	0.65
NPFI	NUVEEN PREFERRED AND INCOME ETF	$154M	0.56%	Mar 5, 2024	0.65
BCLO	iShares BBBB CLO Active ETF	$74M	0.45%	Jan 29, 2025	0.64
TRPA	Hartford AAA CLO ETF	$101M	0.24%	May 30, 2018	0.64
ISEP	Innovator International Developed Power Buffer ETF September	$91M	0.85%	Aug 31, 2023	0.64
IBHJ	ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF	$133M	0.35%	Jun 21, 2023	0.64