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 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX cheaper | 23% | 1.58% | — |
| 2 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper diff. adviser | 22% | 1.73% | Howard Capital Management, Inc. |
| 3 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper diff. adviser | 21% | 1.44% | North Square Investments, LLC |
| 4 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 21% | 0.49% | — |
| 5 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 20% | 1.39% | Howard Capital Management, Inc. |
| 6 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 20% | 2.14% | Anchor Capital Management Group, Inc. |
| 7 | Adaptive Alpha Opportunities ETF · AGOX cheaper diff. adviser | 19% | 1.33% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 8 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper diff. adviser | 19% | 1.41% | Westwood Management Corp. |
| 9 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX cheaper diff. adviser | 19% | 1.78% | North Square Investments, LLC |
| 10 | Absolute Capital Asset Allocator Fund · AAMAX, AAMIX, AAMCX cheaper | 18% | 1.57% | Absolute Capital Management, LLC |
| 11 | ClearShares OCIO ETF · OCIO cheaper diff. adviser | 17% | 0.65% | ClearShares LLC |
| 12 | LHA Market State Tactical Q ETF · MSTQ cheaper diff. adviser | 17% | 1.59% | Little Harbor Advisors, LLC |
| 13 | LGM Risk Managed Total Return Fund · LBETX, LBTTX diff. adviser | 16% | 2.59% | LGM Capital Management, LLC |
| 14 | Absolute Capital Defender Fund · ACMAX, ACMIX, ACMDX cheaper | 16% | 1.86% | Absolute Capital Management, LLC |
| 15 | Anfield US Equity Sector Rotation ETF cheaper diff. adviser | 15% | 1.16% | Regents Park Funds, LLC |
| 16 | Efficient Market Portfolio Plus ETF · EMPB diff. adviser | 15% | 2.21% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Peerless Option Income Wheel ETF · WEEL cheaper diff. adviser | 15% | 0.99% | Tidal Investments LLC |
| 18 | MIG Core ETF · MIGO cheaper | 15% | 0.45% | — |
| 19 | Defiance Nasdaq 100 Income Target ETF · QQQT cheaper | 15% | 1.20% | — |
| 20 | TappAlpha Innovation 100 Growth & Daily Income ETF · TDAQ cheaper diff. adviser | 15% | 0.68% | Tapp Finance, Inc. |
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