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 | PMV Adaptive Risk Parity ETF · ARP | 41% | 1.42% | PMV Capital Advisers LLC |
| 2 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND · SMIDX | 19% | 1.59% | SMI Advisory Services, LLC |
| 3 | Frontier Asset Absolute Return ETF · FARX cheaper | 14% | 0.95% | Frontier Asset Management, LLC |
| 4 | SMI MULTI-STRATEGY FUND · SMILX | 14% | 1.71% | SMI Advisory Services, LLC |
| 5 | SOUND MIND INVESTING · SMIFX | 12% | 1.62% | SMI Advisory Services, LLC |
| 6 | Atlas America Fund · USAF cheaper | 12% | 0.89% | Atlas Capital Team, Inc. |
| 7 | Keating Active ETF · KEAT cheaper | 9% | 0.85% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | BlackRock LifePath Dynamic 2030 Fund · LPRDX, STLDX, LPSDX, LPRNX, LPCNX cheaper | 9% | 0.34% | BlackRock Fund Advisors |
| 9 | BlackRock LifePath Dynamic Retirement Fund · LPRAX, STLAX, LPSAX, LPRRX, LPCRX cheaper | 9% | 0.34% | BlackRock Fund Advisors |
| 10 | BlackRock LifePath Index Retirement Fund cheaper | 9% | 0.09% | BlackRock Fund Advisors |
| 11 | GuidePath Conservative Income Fund cheaper | 9% | 0.82% | AssetMark Inc. |
| 12 | iShares LifePath Retirement ETF · IRTR cheaper | 9% | 0.08% | BlackRock Fund Advisors |
| 13 | iShares LifePath Target Date 2030 ETF · ITDB cheaper | 9% | 0.09% | BlackRock Fund Advisors |
| 14 | Potomac Managed Volatility Fund · CRMVX, SDMVX | 8% | 1.66% | Potomac Fund Management, Inc. |
| 15 | Grant Park Dynamic Allocation Fund | 8% | 1.68% | Dearborn Capital Management |
| 16 | APPLESEED FUND · APPLX, APPIX | 8% | 1.02% | Pekin Hardy Strauss Inc |
| 17 | BlackRock LifePath Index 2030 Fund cheaper | 8% | 0.09% | BlackRock Fund Advisors |
| 18 | WisdomTree Bianco Total Return Fund · WTBN cheaper | 8% | 0.60% | WisdomTree Asset Management, Inc. |
| 19 | SSGA Growth and Income ETF Portfolio cheaper | 8% | 0.48% | Brighthouse Investment Advisers, LLC |
| 20 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 7% | 0.79% | — |
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