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 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 64% | 2.14% | Anchor Capital Management Group, Inc. |
| 2 | TappAlpha Innovation 100 Growth & Daily Income ETF · TDAQ cheaper diff. adviser | 64% | 0.68% | Tapp Finance, Inc. |
| 3 | Defiance Nasdaq 100 Income Target ETF · QQQT cheaper | 64% | 1.20% | — |
| 4 | Tradr 2X Long Innovation 100 Monthly ETF · MQQQ cheaper diff. adviser | 64% | 0.95% | AXS Investments LLC |
| 5 | Tradr 2X Long Innovation 100 Quarterly ETF · QQQP cheaper diff. adviser | 64% | 0.95% | AXS Investments LLC |
| 6 | WEBs SPY Defined Volatility ETF cheaper diff. adviser | 64% | 0.94% | WEBs Investments Inc. |
| 7 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper | 61% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 8 | LHA Market State Tactical Q ETF · MSTQ diff. adviser | 61% | 1.59% | Little Harbor Advisors, LLC |
| 9 | AdvisorShares Dorsey Wright FSM US Core ETF · DWUS cheaper diff. adviser | 50% | 1.08% | AdvisorShares Investments, LLC |
| 10 | McElhenny Sheffield Managed Risk ETF · MSMR cheaper diff. adviser | 39% | 1.06% | Aptus Capital Advisors, LLC |
| 11 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX cheaper | 36% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX cheaper | 35% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX | 33% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 14 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX cheaper | 30% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 15 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX | 28% | 1.58% | — |
| 16 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX | 25% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 17 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX diff. adviser | 25% | 1.78% | North Square Investments, LLC |
| 18 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX diff. adviser | 18% | 1.73% | Howard Capital Management, Inc. |
| 19 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 17% | 1.39% | Howard Capital Management, Inc. |
| 20 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX cheaper diff. adviser | 17% | 1.48% | Boston Partners Global Investors, Inc. |
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