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 | Atac Credit Rotation ETF · JOJO cheaper diff. adviser | 25% | 1.24% | Tidal Investments LLC |
| 2 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW cheaper diff. adviser | 25% | 0.35% | BlackRock Fund Advisors |
| 3 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP cheaper | 25% | 0.39% | — |
| 4 | AlphaDroid Broad Markets Momentum ETF · EZMO cheaper diff. adviser | 25% | 0.94% | Teucrium Investment Advisors, LLC |
| 5 | Relative Sentiment Tactical Allocation ETF · MOOD cheaper diff. adviser | 23% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX diff. adviser | 22% | 1.44% | North Square Investments, LLC |
| 7 | RH Tactical Rotation ETF · RHRX | 21% | 1.38% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 8 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX diff. adviser | 19% | 1.41% | Westwood Management Corp. |
| 9 | SSGA Growth ETF Portfolio cheaper diff. adviser | 16% | 0.50% | Brighthouse Investment Advisers, LLC |
| 10 | RH Tactical Outlook ETF · RHTX | 16% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 11 | SSGA Growth and Income ETF Portfolio cheaper diff. adviser | 16% | 0.48% | Brighthouse Investment Advisers, LLC |
| 12 | TFA Tactical Income Fund · TFAZX diff. adviser | 15% | 2.69% | Tactical Fund Advisors, LLC |
| 13 | Quantified Market Leaders Fund · QMLFX, QMLAX | 15% | 1.53% | — |
| 14 | Quantified Tactical Sectors Fund · QTSSX, QTSTX | 15% | 1.72% | — |
| 15 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 14% | 2.14% | Anchor Capital Management Group, Inc. |
| 16 | THOR Index Rotation ETF · THIR cheaper diff. adviser | 14% | 0.69% | THOR Financial Technologies, LLC |
| 17 | Monetta Young Investor Growth Fund · MYIFX diff. adviser | 14% | 1.48% | Monetta Financial Services Inc |
| 18 | State Street(R) Global Allocation ETF · GAL cheaper diff. adviser | 14% | 0.35% | SSGA Funds Management, Inc. |
| 19 | AdvisorShares STAR Global Buy-Write ETF · VEGA cheaper diff. adviser | 14% | 1.25% | AdvisorShares Investments, LLC |
| 20 | Oakhurst Strategic Defined Risk Fund · OASDX, OASRX diff. adviser | 14% | 1.58% | Lido Advisors, LLC |
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