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 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 39% | 1.97% | Howard Capital Management, Inc. |
| 2 | iShares Interest Rate Hedged High Yield Bond ETF · HYGH cheaper diff. adviser | 35% | 0.52% | BlackRock Fund Advisors |
| 3 | iShares High Yield Corporate Bond BuyWrite Strategy ETF · HYGW cheaper diff. adviser | 35% | 0.69% | BlackRock Fund Advisors |
| 4 | TFA Tactical Income Fund · TFAZX diff. adviser | 31% | 2.69% | Tactical Fund Advisors, LLC |
| 5 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX cheaper | 29% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX cheaper | 28% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 7 | Ocean Park Tactical Bond Fund cheaper diff. adviser | 27% | 1.61% | Ocean Park Asset Management, LLC |
| 8 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX cheaper | 26% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX cheaper | 25% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 10 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX cheaper | 22% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper | 22% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX cheaper diff. adviser | 20% | 1.48% | Boston Partners Global Investors, Inc. |
| 13 | Optima Strategic Credit Fund · OSCFX, OPTCX | 20% | 1.98% | — |
| 14 | Bluemonte Diversified Income ETF · BLUI cheaper | 20% | 0.75% | — |
| 15 | LHA Risk-Managed Income ETF · RMIF cheaper diff. adviser | 17% | 1.68% | Little Harbor Advisors, LLC |
| 16 | Toews Unconstrained Income Fund · TUIFX cheaper diff. adviser | 16% | 1.48% | Toews Corporation |
| 17 | Counterpoint High Yield Trend ETF · HYTR cheaper diff. adviser | 12% | 0.88% | Counterpoint Mutual Funds, LLC |
| 18 | Draco Evolution AI ETF · DRAI cheaper diff. adviser | 12% | 1.34% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | SanJac Alpha Core Plus Bond ETF · SJCP cheaper diff. adviser | 12% | 0.65% | SanJac Alpha LP |
| 20 | Toews Tactical Income Fund · THHYX cheaper diff. adviser | 11% | 1.37% | Toews Corporation |
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