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 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX | 44% | 1.78% | North Square Investments, LLC |
| 2 | Brookstone Active ETF | 33% | 0.99% | Brookstone Asset Management, LLC |
| 3 | Defined Duration 20 ETF · DDXX | 30% | 0.25% | — |
| 4 | Bluemonte Dynamic Total Market ETF · BLUX | 29% | 0.25% | — |
| 5 | Goldman Sachs U.S. Large Cap Buffer 1 ETF · GBXA | 29% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 6 | Goldman Sachs U.S. Large Cap Buffer 2 ETF · GBXB | 29% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 7 | Goldman Sachs U.S. Large Cap Buffer 3 ETF · GBXC | 29% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 8 | Bluemonte Large Cap Core ETF · BLUC | 29% | 0.23% | — |
| 9 | Ocean Park Tactical Core Growth Fund | 29% | 1.24% | Ocean Park Asset Management, LLC |
| 10 | Aptus Large Cap Enhanced Yield ETF · DUBS | 29% | 0.41% | Aptus Capital Advisors, LLC |
| 11 | Roundhill S&P 500 No Dividend Target ETF · XDIV cheaper | 29% | 0.08% | Roundhill Financial Inc |
| 12 | Potomac Tactically Passive Fund · CRTPX, SDTPX | 29% | 1.81% | — |
| 13 | SSGA Growth ETF Portfolio | 26% | 0.50% | Brighthouse Investment Advisers, LLC |
| 14 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX | 24% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 15 | Ocean Park Tactical Risk Spectrum 50 Fund | 23% | 1.69% | Ocean Park Asset Management, LLC |
| 16 | Avos Global Equities ETF | 22% | 0.64% | — |
| 17 | Ocean Park Tactical Risk Spectrum 70 Fund | 21% | 1.64% | Ocean Park Asset Management, LLC |
| 18 | Myriad Dynamic Asset Allocation ETF · MDAA | 21% | 0.97% | — |
| 19 | PMV Adaptive Risk Parity ETF · ARP | 20% | 1.42% | PMV Capital Advisers LLC |
| 20 | LVIP Vanguard International Equity ETF Fund | 20% | 0.34% | Lincoln Financial Investments Corporation |
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