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 | FT Vest DJIA Dogs 10 Target Income ETF · DOGG cheaper diff. adviser | 55% | 0.75% | First Trust Advisors L.P. |
| 2 | LHA Market State Tactical Q ETF · MSTQ diff. adviser | 9% | 1.59% | Little Harbor Advisors, LLC |
| 3 | VANGUARD ULTRA-SHORT-TERM BOND FUND · VUSFX, VUBFX cheaper diff. adviser | 8% | 0.09% | The Vanguard Group, Inc. |
| 4 | Hennessy Balanced Fund · HBFBX diff. adviser | 8% | 1.88% | Hennessy Advisors Inc. |
| 5 | LHA Market State Tactical Beta ETF · MSTB diff. adviser | 7% | 1.40% | Little Harbor Advisors, LLC |
| 6 | Stone Ridge Diversified Alternatives Fund · SRDBX, SRDAX diff. adviser | 5% | 1.92% | Stone Ridge Asset Management LLC |
| 7 | Six Circles Ultra Short Duration Fund · CUSDX cheaper diff. adviser | 4% | 0.20% | J.P. Morgan Private Investments Inc. |
| 8 | TrueShares Structured Outcome (September) ETF · SEPZ | 4% | 0.80% | TrueMark Investments, LLC |
| 9 | TrueShares Structured Outcome (August) ETF · AUGZ | 4% | 0.80% | TrueMark Investments, LLC |
| 10 | TrueShares Structured Outcome (January) ETF · JANZ | 4% | 0.79% | TrueMark Investments, LLC |
| 11 | TrueShares Structured Outcome (July) ETF · JULZ | 4% | 0.79% | TrueMark Investments, LLC |
| 12 | TrueShares Structured Outcome (June) ETF · JUNZ | 4% | 0.79% | TrueMark Investments, LLC |
| 13 | TrueShares Structured Outcome (March) ETF · MARZ | 4% | 0.79% | TrueMark Investments, LLC |
| 14 | TrueShares Structured Outcome (May) ETF · MAYZ | 4% | 0.79% | TrueMark Investments, LLC |
| 15 | TrueShares ConVequity ETF · PVEX | 4% | 0.82% | TrueMark Investments, LLC |
| 16 | TrueShares Structured Outcome (December) ETF · DECZ | 4% | 0.79% | TrueMark Investments, LLC |
| 17 | TrueShares Structured Outcome (April) ETF · APRZ | 4% | 0.79% | TrueMark Investments, LLC |
| 18 | TrueShares Structured Outcome (October) ETF · OCTZ | 4% | 0.79% | TrueMark Investments, LLC |
| 19 | Short Bond Fund · BSBAX cheaper diff. adviser | 4% | 0.41% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | TrueShares Structured Outcome (November) ETF · NOVZ | 4% | 0.79% | TrueMark Investments, LLC |
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