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 | State Street(R) Fixed Income Sector Rotation ETF · FISR cheaper diff. adviser | 20% | 0.50% | SSGA Funds Management, Inc. |
| 2 | Day Hagan Smart Sector Fixed Income ETF · SSFI diff. adviser | 20% | 0.76% | Day Hagan Asset Management |
| 3 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX diff. adviser | 15% | 1.18% | HORIZON INVESTMENTS LLC. |
| 4 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 15% | 2.03% | AC FUNDS LLC |
| 5 | Calamos Nasdaq Equity & Income ETF diff. adviser | 15% | 0.94% | Calamos Advisors LLC |
| 6 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX diff. adviser | 14% | 1.75% | Donoghue Forlines LLC |
| 7 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX diff. adviser | 14% | 1.92% | Donoghue Forlines LLC |
| 8 | DF Tactical Allocation Fund · GTAAX, GLACX, GTAIX diff. adviser | 14% | 1.72% | Donoghue Forlines LLC |
| 9 | FundX Flexible ETF · XFLX | 14% | 0.97% | — |
| 10 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper diff. adviser | 13% | 0.09% | SSGA Funds Management, Inc. |
| 11 | GuidePath Income Fund · GPINX diff. adviser | 12% | 1.01% | AssetMark Inc. |
| 12 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 12% | 1.49% | — |
| 13 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 12% | 0.47% | Madison Asset Management, LLC |
| 14 | FAIRLEAD TACTICAL SECTOR ETF · TACK diff. adviser | 10% | 0.70% | Cary Street Partners Asset Management LLC |
| 15 | Beacon Dynamic Allocation Fund | 10% | 1.70% | — |
| 16 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 10% | 1.55% | Kensington Asset Management, LLC |
| 17 | IDX Dynamic Fixed Income ETF · DYFI diff. adviser | 10% | 1.13% | IDX Advisors, LLC |
| 18 | TrueShares ConVequity ETF · PVEX diff. adviser | 10% | 0.82% | TrueMark Investments, LLC |
| 19 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 9% | 0.44% | Madison Asset Management, LLC |
| 20 | FundX Conservative ETF · XRLX | 9% | 1.20% | — |
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