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 | Cambria Trinity ETF · TRTY diff. adviser | 46% | 0.46% | Cambria Investment Management, L.P. |
| 2 | Cambria Global Asset Allocation ETF · GAA diff. adviser | 42% | 0.40% | Cambria Investment Management, L.P. |
| 3 | Cambria Global Momentum ETF · GMOM diff. adviser | 26% | 1.01% | Cambria Investment Management, L.P. |
| 4 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 18% | 0.92% | HORIZON INVESTMENTS LLC. |
| 5 | VistaShares Target 15 S&P 100 Distribution ETF | 17% | — | — |
| 6 | Cambria US EW ETF · USEW | 16% | 0.30% | — |
| 7 | Cambria Global EW ETF · GEW | 16% | 0.30% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 15% | 0.90% | Calamos Advisors LLC |
| 9 | AB US Equity ETF · XCHG | 15% | 0.50% | — |
| 10 | CVT S&P 500 Index Portfolio diff. adviser | 15% | 0.28% | Calvert Research and Management |
| 11 | MetLife Stock Index Portfolio diff. adviser | 15% | 0.26% | Brighthouse Investment Advisers, LLC |
| 12 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 15% | 0.98% | HORIZON INVESTMENTS LLC. |
| 13 | RACWI US ETF · RAUS cheaper | 15% | 0.00% | — |
| 14 | iShares Total U.S. Stock Market Index Fund cheaper diff. adviser | 15% | 0.02% | BlackRock Advisors, LLC |
| 15 | Persimmon Long/Short Fund · LSEIX diff. adviser | 15% | 1.99% | Dakota Wealth, LLC. |
| 16 | The U.S. Equity Portfolio · HCEGX cheaper diff. adviser | 14% | 0.16% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 17 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 14% | 0.18% | — |
| 18 | Alpha Architect US Equity 3 ETF · AAUA cheaper | 14% | 0.15% | — |
| 19 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX diff. adviser | 14% | 1.22% | MAI Capital Management, LLC |
| 20 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 14% | 0.09% | — |
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