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 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX | 24% | 1.55% | Kensington Asset Management, LLC |
| 2 | Abacus FCF International Leaders ETF · ABLG cheaper | 22% | 0.54% | — |
| 3 | Overlay Shares Municipal Bond ETF · OVM | 22% | 0.81% | — |
| 4 | ActivePassive International Equity ETF · APIE cheaper | 22% | 0.45% | — |
| 5 | SGI Dynamic Tactical ETF · DYTA | 21% | 1.32% | Summit Global Investment, LLC |
| 6 | Sofi Next 500 ETF · SFYX cheaper | 20% | 0.06% | Tidal Investments LLC |
| 7 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX | 20% | 1.42% | Kensington Asset Management, LLC |
| 8 | GuidePath Growth and Income Fund · GPIGX | 19% | 0.85% | AssetMark Inc. |
| 9 | Innovator IBD(R) Breakout Opportunities ETF | 19% | 0.80% | Innovator Capital Management, LLC |
| 10 | Sound Enhanced Fixed Income ETF · FXED | 19% | 1.89% | Tidal Investments LLC |
| 11 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 17% | 0.35% | AssetMark Inc. |
| 12 | JNL Moderate ETF Allocation Fund cheaper | 17% | 0.52% | Jackson National Asset Management, LLC |
| 13 | Innovator IBD(R) 50 ETF · FFTY | 16% | 0.80% | Innovator Capital Management, LLC |
| 14 | Villere Equity Fund · VLEQX | 16% | 1.07% | — |
| 15 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper | 16% | 0.59% | Pacer Advisors, Inc. |
| 16 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX cheaper | 16% | 0.01% | Fisher Asset Management LLC |
| 17 | Anfield Dynamic Fixed Income ETF · ADFI | 16% | 1.68% | Regents Park Funds, LLC |
| 18 | Monarch Ambassador Income ETF · MAMB | 16% | 1.26% | Kingsview Wealth Management LLC |
| 19 | Kingsbarn Tactical Bond ETF · KDRN | 16% | 0.62% | Kingsbarn Capital Management, LLC |
| 20 | WisdomTree Bianco Total Return Fund · WTBN cheaper | 16% | 0.60% | WisdomTree Asset Management, Inc. |
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