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 | First Trust High Income Strategic Focus ETF · HISF cheaper | 31% | 0.83% | First Trust Advisors L.P. |
| 2 | Anchor Risk Managed Income Strategies Fund · ATCAX, ATCSX | 12% | 2.93% | Anchor Capital Management Group, Inc. |
| 3 | First Trust Low Duration Strategic Focus ETF · LDSF cheaper | 9% | 0.87% | First Trust Advisors L.P. |
| 4 | First Trust Multi Income Allocation Portfolio cheaper | 6% | 0.95% | First Trust Advisors L.P. |
| 5 | Adaptive Hedged Multi-Asset Income ETF · AMAX | 5% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 6 | McElhenny Sheffield Managed Risk ETF · MSMR | 5% | 1.06% | Aptus Capital Advisors, LLC |
| 7 | GuidePath Absolute Return Allocation Fund · GPARX, GIARX, GABRX cheaper | 4% | 0.55% | AssetMark Inc. |
| 8 | First Trust Multi-Strategy Alternative ETF · LALT | 4% | 1.18% | First Trust Advisors L.P. |
| 9 | Hilton Tactical Income Fund · HCYAX, HCYIX | 2% | 1.04% | RAFFERTY ASSET MANAGEMENT, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.