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 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 38% | 2.14% | Anchor Capital Management Group, Inc. |
| 2 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX diff. adviser | 37% | 1.44% | North Square Investments, LLC |
| 3 | WESTWOOD BROADMARK TACTICAL PLUS FUND · SBTAX, SBTCX, BTPIX, SBTIX cheaper diff. adviser | 37% | 1.17% | Salient Advisors, L.P. |
| 4 | Quantified Market Leaders Fund · QMLFX, QMLAX | 27% | 1.53% | — |
| 5 | Quantified Tactical Sectors Fund · QTSSX, QTSTX | 27% | 1.72% | — |
| 6 | RH Tactical Rotation ETF · RHRX cheaper diff. adviser | 27% | 1.38% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 7 | Mohr Sector Nav ETF · SNAV | 24% | 1.59% | — |
| 8 | THOR Index Rotation ETF · THIR cheaper diff. adviser | 22% | 0.69% | THOR Financial Technologies, LLC |
| 9 | Monetta Young Investor Growth Fund · MYIFX diff. adviser | 22% | 1.48% | Monetta Financial Services Inc |
| 10 | State Street(R) Global Allocation ETF · GAL cheaper diff. adviser | 22% | 0.35% | SSGA Funds Management, Inc. |
| 11 | AdvisorShares STAR Global Buy-Write ETF · VEGA cheaper diff. adviser | 22% | 1.25% | AdvisorShares Investments, LLC |
| 12 | Equable Shares Hedged Equity Fund · EQHEX cheaper diff. adviser | 22% | 1.18% | Teramo Advisors, LLC |
| 13 | EQ/Goldman Sachs Growth Allocation Portfolio cheaper diff. adviser | 22% | 0.90% | Equitable Investment Management Group, LLC |
| 14 | Leadershares Activist Leaders ETF cheaper diff. adviser | 22% | 0.75% | Redwood Investment Management, LLC |
| 15 | LHA Market State Tactical Beta ETF · MSTB cheaper diff. adviser | 22% | 1.40% | Little Harbor Advisors, LLC |
| 16 | Swan Hedged Equity US Large Cap ETF · HEGD cheaper diff. adviser | 22% | 0.87% | Swan Capital Management, LLC |
| 17 | Easterly Hedged Equity Fund · JDAEX, JDCEX, JDIEX, JDSEX cheaper diff. adviser | 22% | 1.14% | Easterly Investment Partners LLC |
| 18 | DGI BALANCED FUND · DGIBX, DGITX, DGINX diff. adviser | 22% | 1.45% | ORIENTAL TRUST |
| 19 | RH Tactical Outlook ETF · RHTX diff. adviser | 22% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 20 | HULL TACTICAL US ETF · HTUS cheaper diff. adviser | 22% | 0.96% | HTAA LLC |
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