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 Morningstar Multi-Asset Income ETF · IYLD | 30% | 0.50% | BlackRock Fund Advisors |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 28% | 2.03% | AC FUNDS LLC |
| 3 | Toews Unconstrained Income Fund · TUIFX diff. adviser | 23% | 1.48% | Toews Corporation |
| 4 | iShares Interest Rate Hedged Long-Term Corporate Bond ETF · IGBH | 20% | 0.14% | BlackRock Fund Advisors |
| 5 | Toews Tactical Income Fund · THHYX diff. adviser | 18% | 1.37% | Toews Corporation |
| 6 | Agility Shares Dynamic Tactical Income ETF · THY diff. adviser | 18% | 1.03% | Toews Corporation |
| 7 | Brookstone Yield ETF diff. adviser | 18% | 1.46% | Brookstone Asset Management, LLC |
| 8 | F/m Compoundr High Yield Bond ETF | 18% | 0.31% | — |
| 9 | Ocean Park Tactical Bond Fund diff. adviser | 18% | 1.61% | Ocean Park Asset Management, LLC |
| 10 | FundX Flexible ETF · XFLX | 18% | 0.97% | — |
| 11 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX diff. adviser | 17% | 1.18% | HORIZON INVESTMENTS LLC. |
| 12 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 15% | 0.32% | BlackRock Advisors, LLC |
| 13 | NYLI Conservative ETF Allocation Fund · MNERX, MNEKX, MNELX, MNEAX, MNEVX diff. adviser | 14% | 0.67% | New York Life Investment Management LLC |
| 14 | iShares LifePath Target Date 2050 ETF · ITDF cheaper | 13% | 0.11% | BlackRock Fund Advisors |
| 15 | iShares Core 80/20 Aggressive Allocation ETF · AOA | 13% | 0.15% | BlackRock Fund Advisors |
| 16 | iShares Core 60/40 Balanced Allocation ETF · AOR | 13% | 0.15% | BlackRock Fund Advisors |
| 17 | BlackRock LifePath Dynamic 2050 Fund · LPRFX, STLFX, LPSGX, LPRPX, LPCPX | 12% | 0.34% | BlackRock Fund Advisors |
| 18 | Ocean Park Diversified Income ETF diff. adviser | 12% | 1.03% | Ocean Park Asset Management, LLC |
| 19 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 11% | 1.55% | Kensington Asset Management, LLC |
| 20 | Abacus Flexible Bond Leaders ETF · ABXB | 11% | 0.62% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.