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 5 ETF · DDV | 62% | 0.25% | — |
| 2 | Kensington Credit Opportunities ETF · KAMO | 40% | 0.94% | Kensington Asset Management, LLC |
| 3 | Defined Duration 20 ETF · DDXX | 31% | 0.25% | — |
| 4 | Frontier Asset Core Bond ETF · FCBD | 25% | 0.84% | Frontier Asset Management, LLC |
| 5 | The Brinsmere Fund - Conservative ETF · TBFC | 20% | 0.44% | — |
| 6 | TOPS Conservative ETF Portfolio | 18% | 0.31% | Valmark Advisers, Inc. |
| 7 | Bluemonte Global Equity ETF · BINT cheaper | 17% | 0.23% | — |
| 8 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX | 17% | 1.78% | North Square Investments, LLC |
| 9 | Frontier Asset Opportunistic Credit ETF · FOPC | 17% | 0.87% | Frontier Asset Management, LLC |
| 10 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX | 16% | 1.15% | HORIZON INVESTMENTS LLC. |
| 11 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper | 16% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | TOPS Balanced ETF Portfolio | 15% | 0.30% | Valmark Advisers, Inc. |
| 13 | JNL/Vanguard Growth ETF Allocation Fund | 15% | 0.26% | Jackson National Asset Management, LLC |
| 14 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX | 15% | 1.97% | RESQ Investment Partners, LLC |
| 15 | PFG Global Equity Index Fund | 15% | 1.99% | Pacific Financial Group, LLC |
| 16 | JNL/Vanguard Moderate Growth ETF Allocation Fund | 15% | 0.27% | Jackson National Asset Management, LLC |
| 17 | SSGA Growth ETF Portfolio | 15% | 0.50% | Brighthouse Investment Advisers, LLC |
| 18 | ClearShares OCIO ETF · OCIO | 15% | 0.65% | ClearShares LLC |
| 19 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX | 15% | 1.92% | Donoghue Forlines LLC |
| 20 | TOPS Managed Risk Balanced ETF Portfolio | 14% | 0.51% | Valmark Advisers, Inc. |
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