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 | Roundhill S&P 500 No Dividend Target ETF · XDIV cheaper diff. adviser | 72% | 0.08% | Roundhill Financial Inc |
| 2 | Goldman Sachs U.S. Large Cap Buffer 1 ETF · GBXA diff. adviser | 72% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 3 | Goldman Sachs U.S. Large Cap Buffer 2 ETF · GBXB diff. adviser | 72% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs U.S. Large Cap Buffer 3 ETF · GBXC diff. adviser | 72% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 5 | Potomac Tactically Passive Fund · CRTPX, SDTPX | 72% | 1.81% | — |
| 6 | Bluemonte Dynamic Total Market ETF · BLUX cheaper | 49% | 0.25% | — |
| 7 | Bluemonte Large Cap Core ETF · BLUC cheaper | 40% | 0.23% | — |
| 8 | Ocean Park Tactical Core Growth Fund diff. adviser | 30% | 1.24% | Ocean Park Asset Management, LLC |
| 9 | Bluemonte Global Equity ETF · BINT cheaper | 29% | 0.23% | — |
| 10 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX diff. adviser | 27% | 1.78% | North Square Investments, LLC |
| 11 | Global X U.S. 500 Income Edge ETF cheaper | 26% | 0.00% | — |
| 12 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX diff. adviser | 24% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 13 | Ocean Park Tactical Risk Spectrum 50 Fund diff. adviser | 23% | 1.69% | Ocean Park Asset Management, LLC |
| 14 | Brookstone Active ETF diff. adviser | 22% | 0.99% | Brookstone Asset Management, LLC |
| 15 | Ocean Park Tactical Risk Spectrum 70 Fund diff. adviser | 21% | 1.64% | Ocean Park Asset Management, LLC |
| 16 | EQ/JPMorgan Growth Allocation Portfolio diff. adviser | 16% | 0.95% | Equitable Investment Management Group, LLC |
| 17 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX diff. adviser | 16% | 1.92% | Ocean Park Asset Management, LLC |
| 18 | Bluemonte Large Cap Value ETF · BVAL cheaper | 15% | 0.24% | — |
| 19 | SMI 3Fourteen REAL Asset Allocation ETF · RAA diff. adviser | 15% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 20 | U.S. LargeCap S&P 500 Index Buffer July Account diff. adviser | 15% | 0.99% | Principal Global Investors, LLC |
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