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 Tactical Growth ETF · FFTG | 37% | 0.92% | — |
| 2 | FormulaFolios Hedged Growth ETF · FFHG | 37% | 1.04% | — |
| 3 | Strategy Shares NASDAQ 5HANDL Index ETF cheaper | 23% | 0.88% | — |
| 4 | Income Preservation Blend Portfolio · JRFPX, JRFOX, JRFSX, JRFNX, JACKX cheaper | 22% | 0.34% | — |
| 5 | 2025 Preservation Blend Portfolio · JREPX, JREOX, JRESX, JRERX, JACZX cheaper | 21% | 0.36% | — |
| 6 | MainStay Defensive ETF Allocation Fund cheaper | 21% | 0.69% | — |
| 7 | 2030 Preservation Blend Portfolio · JRHPX, JRHOX, JRHSX, JRHRX, JACYX cheaper | 20% | 0.37% | — |
| 8 | 2035 Preservation Blend Portfolio · JRYPX, JRYOX, JRYSX, JRYRX, JACWX cheaper | 18% | 0.37% | — |
| 9 | FormulaFolios Smart Growth ETF · FFSG cheaper | 16% | 0.70% | — |
| 10 | Simplify Tail Risk Strategy ETF | 16% | — | — |
| 11 | ACM Tactical Income Fund | 16% | 2.11% | — |
| 12 | Rareview Inflation/Deflation ETF | 15% | 1.01% | — |
| 13 | 2040 Preservation Blend Portfolio · JRRPX, JRROX, JRRSX, JRRRX, JACVX cheaper | 11% | 0.37% | — |
| 14 | 2045 Preservation Blend Portfolio · JRVPX, JRVOX, JRVSX, JRVRX, JACUX cheaper | 5% | 0.38% | — |
| 15 | 2065 Preservation Blend Portfolio · JAALX, JAANX, JAAQX, JAAUX, JADAX cheaper | 5% | 0.38% | — |
| 16 | 2060 Preservation Blend Portfolio · JCHOX, JSATX, JPORX, JTFOX, JTBLX cheaper | 5% | 0.38% | — |
| 17 | 2055 Preservation Blend Portfolio · JRIYX, JRIUX, JRIVX, JRIWX, JACIX cheaper | 5% | 0.39% | — |
| 18 | 2050 Preservation Blend Portfolio · JRIPX, JRIOX, JRISX, JRINX, JACQX cheaper | 4% | 0.39% | — |
| 19 | Castle Focus Fund | 4% | 1.35% | — |
| 20 | PMC Core Fixed Income Fund cheaper | 1% | 0.60% | — |
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