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 | Frontier Asset Core Bond ETF · FCBD cheaper | 62% | 0.84% | Frontier Asset Management, LLC |
| 2 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 25% | 0.44% | — |
| 3 | Defined Duration 10 ETF · DDX cheaper | 17% | 0.25% | — |
| 4 | Defined Duration 5 ETF · DDV cheaper | 17% | 0.25% | — |
| 5 | Kensington Credit Opportunities ETF · KAMO diff. adviser | 17% | 0.94% | Kensington Asset Management, LLC |
| 6 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper diff. adviser | 16% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | The Core Fixed Income Portfolio · HCIIX cheaper diff. adviser | 14% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 8 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 12% | 0.31% | Valmark Advisers, Inc. |
| 9 | The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio · HCASX cheaper diff. adviser | 12% | 0.23% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 10 | Liberty One Tactical Income ETF | 12% | 1.01% | — |
| 11 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 11% | 0.30% | Valmark Advisers, Inc. |
| 12 | PGIM Portfolio Ballast ETF · PBL cheaper diff. adviser | 11% | 0.45% | PGIM INVESTMENTS LLC |
| 13 | TOPS Managed Risk Balanced ETF Portfolio cheaper diff. adviser | 11% | 0.51% | Valmark Advisers, Inc. |
| 14 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX cheaper diff. adviser | 10% | 0.58% | ALPS Advisors, Inc. |
| 15 | TOPS Managed Risk Flex ETF Portfolio diff. adviser | 10% | 0.95% | Valmark Advisers, Inc. |
| 16 | The Brinsmere Fund - Growth ETF · TBFG cheaper | 10% | 0.46% | — |
| 17 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 10% | 0.13% | BlackRock Fund Advisors |
| 18 | The U.S. Corporate Fixed Income Securities Portfolio · HCXSX cheaper diff. adviser | 10% | 0.18% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 19 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 9% | 0.29% | Valmark Advisers, Inc. |
| 20 | Cambria Trinity ETF · TRTY cheaper diff. adviser | 8% | 0.46% | Cambria Investment Management, L.P. |
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