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 | FormulaFolios Smart Growth ETF · FFSG cheaper | 74% | 0.70% | — |
| 2 | FormulaFolios Tactical Income ETF · FFTI cheaper | 37% | 0.89% | — |
| 3 | Soundwatch Hedged Equity ETF cheaper | 21% | 0.53% | — |
| 4 | QRAFT AI-Pilot U.S. Large Cap Dynamic Beta and Income ETF cheaper | 21% | 0.79% | — |
| 5 | Simplify Tail Risk Strategy ETF | 19% | — | — |
| 6 | FormulaFolios Tactical Growth ETF · FFTG cheaper | 16% | 0.92% | — |
| 7 | Rareview Inflation/Deflation ETF cheaper | 15% | 1.01% | — |
| 8 | ACM Tactical Income Fund | 13% | 2.11% | — |
| 9 | Simplify US Small Cap PLUS Downside Convexity ETF cheaper | 13% | 0.31% | — |
| 10 | Castle Focus Fund | 4% | 1.35% | — |
| 11 | Strategy Shares NASDAQ 5HANDL Index ETF cheaper | 2% | 0.88% | — |
| 12 | Mutual of America VIP Small Cap Equity Index Portfolio cheaper | 2% | 0.23% | — |
| 13 | PGIM Quant Solutions US Broad Market Index Fund cheaper | 2% | 0.20% | — |
| 14 | Mutual of America VIP All America Portfolio cheaper | 1% | 0.55% | — |
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