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 | Defined Duration 10 ETF · DDX | 62% | 0.25% | — |
| 2 | Kensington Credit Opportunities ETF · KAMO | 45% | 0.94% | Kensington Asset Management, LLC |
| 3 | TrueShares Structured Outcome (November) ETF · NOVZ | 38% | 0.79% | TrueMark Investments, LLC |
| 4 | Frontier Asset Core Bond ETF · FCBD | 20% | 0.84% | Frontier Asset Management, LLC |
| 5 | Frontier Asset Opportunistic Credit ETF · FOPC | 17% | 0.87% | Frontier Asset Management, LLC |
| 6 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper | 16% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX | 15% | 1.92% | Donoghue Forlines LLC |
| 8 | The Brinsmere Fund - Conservative ETF · TBFC | 14% | 0.44% | — |
| 9 | Defined Duration 20 ETF · DDXX | 14% | 0.25% | — |
| 10 | TOPS Conservative ETF Portfolio | 14% | 0.31% | Valmark Advisers, Inc. |
| 11 | The Core Fixed Income Portfolio · HCIIX | 14% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | NYLI VP Hedge Multi-Strategy Portfolio | 12% | 1.08% | New York Life Investment Management LLC |
| 13 | The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio · HCASX cheaper | 12% | 0.23% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 14 | PGIM Portfolio Ballast ETF · PBL | 11% | 0.45% | PGIM INVESTMENTS LLC |
| 15 | GMO Dynamic Allocation ETF · GMOD | 11% | 0.50% | — |
| 16 | JNL/Vanguard Moderate ETF Allocation Fund | 10% | 0.27% | Jackson National Asset Management, LLC |
| 17 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX | 10% | 1.97% | RESQ Investment Partners, LLC |
| 18 | The U.S. Corporate Fixed Income Securities Portfolio · HCXSX cheaper | 10% | 0.18% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 19 | ClearShares OCIO ETF · OCIO | 9% | 0.65% | ClearShares LLC |
| 20 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX | 9% | 1.15% | HORIZON INVESTMENTS LLC. |
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