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 | WisdomTree Bianco Total Return Fund · WTBN diff. adviser | 24% | 0.60% | WisdomTree Asset Management, Inc. |
| 2 | Monarch Ambassador Income ETF · MAMB diff. adviser | 17% | 1.26% | Kingsview Wealth Management LLC |
| 3 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 14% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 4 | Brookstone Intermediate Bond ETF diff. adviser | 14% | 1.03% | Brookstone Asset Management, LLC |
| 5 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 13% | 0.09% | BlackRock Fund Advisors |
| 6 | Global Tactical Asset Allocation Fund · BBALX | 13% | 0.48% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 13% | 0.10% | BlackRock Fund Advisors |
| 8 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 13% | 0.08% | BlackRock Fund Advisors |
| 9 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 12% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 10 | JNL Moderate ETF Allocation Fund diff. adviser | 11% | 0.52% | Jackson National Asset Management, LLC |
| 11 | TFA Tactical Income Fund · TFAZX diff. adviser | 11% | 2.69% | Tactical Fund Advisors, LLC |
| 12 | Atac Credit Rotation ETF · JOJO diff. adviser | 11% | 1.24% | Tidal Investments LLC |
| 13 | Lazard Opportunistic Strategies Portfolio · LCAIX, LCAOX, RLCPX diff. adviser | 11% | 1.22% | Lazard Asset Management LLC |
| 14 | Adaptive Hedged Multi-Asset Income ETF · AMAX diff. adviser | 11% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 15 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW diff. adviser | 11% | 0.35% | BlackRock Fund Advisors |
| 16 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP | 11% | 0.39% | — |
| 17 | AlphaDroid Broad Markets Momentum ETF · EZMO diff. adviser | 11% | 0.94% | Teucrium Investment Advisors, LLC |
| 18 | AlphaDroid Defensive Sector Rotation ETF · EZRO diff. adviser | 11% | 1.20% | Teucrium Investment Advisors, LLC |
| 19 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 10% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 20 | Relative Sentiment Tactical Allocation ETF · MOOD diff. adviser | 10% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
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