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 | AMT Enhanced Fixed Income Fund · AAEZX cheaper diff. adviser | 49% | 0.76% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | Ocean Park High Income ETF diff. adviser | 45% | 1.07% | Ocean Park Asset Management, LLC |
| 3 | F/m Compoundr High Yield Bond ETF cheaper | 25% | 0.31% | — |
| 4 | Agility Shares Dynamic Tactical Income ETF · THY diff. adviser | 25% | 1.03% | Toews Corporation |
| 5 | Brookstone Yield ETF diff. adviser | 20% | 1.46% | Brookstone Asset Management, LLC |
| 6 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 20% | 2.03% | AC FUNDS LLC |
| 7 | Cambria Fixed Income Trend ETF · CFIT cheaper diff. adviser | 19% | 0.50% | Cambria Investment Management, L.P. |
| 8 | Calamos Nasdaq Equity & Income ETF diff. adviser | 15% | 0.94% | Calamos Advisors LLC |
| 9 | Madison Diversified Income Fund · MBLAX, MBLCX diff. adviser | 11% | 1.13% | Madison Asset Management, LLC |
| 10 | Diversified Income Fund cheaper diff. adviser | 10% | 0.75% | Madison Asset Management, LLC |
| 11 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX diff. adviser | 9% | 1.66% | Kensington Asset Management, LLC |
| 12 | FundX Flexible ETF · XFLX | 8% | 0.97% | — |
| 13 | Ocean Park Tactical Bond Fund diff. adviser | 7% | 1.61% | Ocean Park Asset Management, LLC |
| 14 | Toews Tactical Income Fund · THHYX diff. adviser | 6% | 1.37% | Toews Corporation |
| 15 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper diff. adviser | 5% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | FundX Conservative ETF · XRLX | 4% | 1.20% | — |
| 17 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX cheaper diff. adviser | 4% | 0.25% | Voya Investments, LLC |
| 18 | 1290 VT High Yield Bond Portfolio cheaper diff. adviser | 4% | 0.77% | Equitable Investment Management Group, LLC |
| 19 | Day Hagan Smart Sector Fixed Income ETF · SSFI cheaper diff. adviser | 3% | 0.76% | Day Hagan Asset Management |
| 20 | Harbor Multi-Asset Explorer ETF · MAPP cheaper diff. adviser | 3% | 0.80% | Harbor Capital Advisors, Inc. |
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