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 | VanEck Long/Flat Trend ETF · LFEQ cheaper diff. adviser | 51% | 0.58% | Van Eck Associates Corporation |
| 2 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 51% | 1.80% | Abbey Capital Limited |
| 3 | Overlay Shares Large Cap Equity ETF · OVL cheaper | 51% | 0.79% | — |
| 4 | Overlay Shares Hedged Large Cap Equity ETF · OVLH cheaper | 51% | 0.80% | — |
| 5 | Twin Oak Active Opportunities ETF · TSPX cheaper diff. adviser | 51% | 1.01% | Twin Oak ETF Company |
| 6 | Kensington Hedged Premium Income ETF · KHPI cheaper diff. adviser | 51% | 0.96% | Kensington Asset Management, LLC |
| 7 | PIMCO REALPATH Blend 2070 Fund cheaper diff. adviser | 51% | 0.16% | Pacific Investment Management Company LLC |
| 8 | Twin Oak Endure ETF cheaper | 51% | 0.49% | — |
| 9 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 47% | 2.08% | Rational Advisors, Inc. |
| 10 | PFG US Equity Index Fund diff. adviser | 45% | 2.00% | Pacific Financial Group, LLC |
| 11 | Ironclad Managed Risk Fund · IRONX cheaper diff. adviser | 45% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 12 | Global X U.S. 500 Income Edge ETF cheaper | 41% | 0.00% | — |
| 13 | Popular Total Return Fund Inc. cheaper diff. adviser | 34% | 1.62% | Popular Asset Management LLC |
| 14 | Jetstream Venture Fund | 33% | — | — |
| 15 | Goldman Sachs Managed Futures Strategy Fund · GMSAX, GMSCX, GMSSX, GFFRX, GFIRX, GMSWX, GMQPX cheaper diff. adviser | 33% | 0.79% | Goldman Sachs Asset Management, L.P. |
| 16 | Goldman Sachs Multi-Strategy Alternatives Fund · GMAMX, GMCMX, GSMMX, GIMMX, GMMFX, GMMPX cheaper diff. adviser | 32% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 17 | Goldman Sachs Buffered S&P 500 Fund - May/Nov cheaper diff. adviser | 30% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 18 | Goldman Sachs Buffered S&P 500 Fund - Mar/Sep cheaper diff. adviser | 30% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 19 | Goldman Sachs Tactical Tilt Overlay Fund · TTIFX, TTRFX, GSLPX cheaper diff. adviser | 28% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 20 | Rareview Systematic Equity ETF · RSEE | 27% | 2.77% | — |
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