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 | Agility Shares Dynamic Tactical Income ETF · THY diff. adviser | 19% | 1.03% | Toews Corporation |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 19% | 2.03% | AC FUNDS LLC |
| 3 | AMT Enhanced Fixed Income Fund · AAEZX diff. adviser | 19% | 0.76% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Brookstone Yield ETF diff. adviser | 19% | 1.46% | Brookstone Asset Management, LLC |
| 5 | Ocean Park High Income ETF diff. adviser | 19% | 1.07% | Ocean Park Asset Management, LLC |
| 6 | Horizon Flexible Income ETF · FLXN diff. adviser | 19% | 0.82% | HORIZON INVESTMENTS LLC. |
| 7 | F/m Compoundr High Yield Bond ETF cheaper | 19% | 0.31% | — |
| 8 | Calamos Nasdaq Equity & Income ETF diff. adviser | 15% | 0.94% | Calamos Advisors LLC |
| 9 | 1290 Multi-Alternative Strategies Fund · TNMAX, TNMIX, TNMRX diff. adviser | 14% | 1.28% | Equitable Investment Management, LLC |
| 10 | iShares Morningstar Multi-Asset Income ETF · IYLD diff. adviser | 14% | 0.50% | BlackRock Fund Advisors |
| 11 | 1290 VT Multi-Alternative Strategies Portfolio diff. adviser | 13% | 1.29% | Equitable Investment Management Group, LLC |
| 12 | Madison Diversified Income Fund · MBLAX, MBLCX diff. adviser | 11% | 1.13% | Madison Asset Management, LLC |
| 13 | Diversified Income Fund diff. adviser | 10% | 0.75% | Madison Asset Management, LLC |
| 14 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX diff. adviser | 10% | 1.09% | Systelligence, LLC |
| 15 | Elm Market Navigator ETF · ELM cheaper | 10% | 0.24% | — |
| 16 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX diff. adviser | 9% | 1.66% | Kensington Asset Management, LLC |
| 17 | The E-Valuator Conservative (15%-30%) RMS Fund · EVCLX, EVFCX diff. adviser | 8% | 1.02% | Systelligence, LLC |
| 18 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 8% | 1.12% | HORIZON INVESTMENTS LLC. |
| 19 | FundX Flexible ETF · XFLX | 8% | 0.97% | — |
| 20 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 7% | 1.01% | — |
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