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 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 28% | 0.13% | BlackRock Fund Advisors |
| 2 | FundX Flexible ETF · XFLX cheaper | 26% | 0.97% | — |
| 3 | Aptus Defined Risk ETF · DRSK cheaper diff. adviser | 23% | 0.78% | Aptus Capital Advisors, LLC |
| 4 | Agility Shares Dynamic Tactical Income ETF · THY cheaper diff. adviser | 20% | 1.03% | Toews Corporation |
| 5 | AMT Enhanced Fixed Income Fund · AAEZX cheaper diff. adviser | 20% | 0.76% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Brookstone Yield ETF cheaper diff. adviser | 20% | 1.46% | Brookstone Asset Management, LLC |
| 7 | Ocean Park High Income ETF cheaper diff. adviser | 20% | 1.07% | Ocean Park Asset Management, LLC |
| 8 | Horizon Flexible Income ETF · FLXN cheaper diff. adviser | 20% | 0.82% | HORIZON INVESTMENTS LLC. |
| 9 | F/m Compoundr High Yield Bond ETF cheaper | 20% | 0.31% | — |
| 10 | Cambria Fixed Income Trend ETF · CFIT cheaper diff. adviser | 19% | 0.50% | Cambria Investment Management, L.P. |
| 11 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper diff. adviser | 18% | 1.18% | HORIZON INVESTMENTS LLC. |
| 12 | Calamos Nasdaq Equity & Income ETF cheaper diff. adviser | 18% | 0.94% | Calamos Advisors LLC |
| 13 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper diff. adviser | 15% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | FundX Conservative ETF · XRLX cheaper | 14% | 1.20% | — |
| 15 | iShares Interest Rate Hedged Long-Term Corporate Bond ETF · IGBH cheaper diff. adviser | 14% | 0.14% | BlackRock Fund Advisors |
| 16 | Madison Diversified Income Fund · MBLAX, MBLCX cheaper diff. adviser | 13% | 1.13% | Madison Asset Management, LLC |
| 17 | iShares iBonds 1-5 Year Corporate Ladder ETF · LDRC cheaper diff. adviser | 12% | 0.10% | BlackRock Fund Advisors |
| 18 | EQ/Goldman Sachs Growth Allocation Portfolio cheaper diff. adviser | 12% | 0.90% | Equitable Investment Management Group, LLC |
| 19 | Diversified Income Fund cheaper diff. adviser | 10% | 0.75% | Madison Asset Management, LLC |
| 20 | GuidePath Income Fund · GPINX cheaper diff. adviser | 10% | 1.01% | AssetMark Inc. |
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