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 | Bluemonte Short Term Bond ETF · BLST cheaper | 23% | 0.23% | — |
| 2 | LVIP Vanguard Bond Allocation Fund cheaper diff. adviser | 20% | 0.36% | Lincoln Financial Investments Corporation |
| 3 | Mindful Conservative ETF · MFUL | 14% | 1.48% | — |
| 4 | PMV Adaptive Risk Parity ETF · ARP diff. adviser | 14% | 1.42% | PMV Capital Advisers LLC |
| 5 | 3EDGE Dynamic Hard Assets ETF · EDGH | 14% | 1.01% | — |
| 6 | Frontier Asset Core Bond ETF · FCBD cheaper | 14% | 0.84% | Frontier Asset Management, LLC |
| 7 | Alexis Practical Tactical ETF · LEXI diff. adviser | 9% | 1.00% | Alexis Investment Partners, LLC |
| 8 | Goose Hollow Tactical Allocation ETF · GHTA | 9% | 1.77% | — |
| 9 | WisdomTree Short-Duration Income Digital Fund · WTSIX cheaper diff. adviser | 9% | 0.40% | WisdomTree Digital Management, Inc. |
| 10 | Anydrus Advantage ETF · NDOW diff. adviser | 8% | 2.15% | Collaborative Fund Advisors |
| 11 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX cheaper diff. adviser | 8% | 0.58% | ALPS Advisors, Inc. |
| 12 | Frontier Asset Global Small Cap Equity ETF · FGSM cheaper | 7% | 0.82% | Frontier Asset Management, LLC |
| 13 | Beacon Dynamic Allocation Fund | 7% | 1.70% | — |
| 14 | 1290 Multi-Alternative Strategies Fund · TNMAX, TNMIX, TNMRX diff. adviser | 7% | 1.28% | Equitable Investment Management, LLC |
| 15 | 1290 VT Multi-Alternative Strategies Portfolio diff. adviser | 7% | 1.29% | Equitable Investment Management Group, LLC |
| 16 | Potomac Managed Volatility Fund · CRMVX, SDMVX diff. adviser | 7% | 1.66% | Potomac Fund Management, Inc. |
| 17 | SMI 3Fourteen REAL Asset Allocation ETF · RAA cheaper diff. adviser | 7% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 18 | Align Alternative Access Fund | 7% | — | — |
| 19 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 7% | 1.49% | — |
| 20 | GuidePath Absolute Return Allocation Fund · GPARX, GIARX, GABRX cheaper diff. adviser | 6% | 0.55% | AssetMark Inc. |
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