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 | Rareview Dynamic Fixed Income ETF · RDFI | 17% | 4.23% | — |
| 2 | LVIP Vanguard Bond Allocation Fund cheaper | 17% | 0.36% | Lincoln Financial Investments Corporation |
| 3 | Goose Hollow Tactical Allocation ETF · GHTA | 16% | 1.77% | — |
| 4 | Atac Us Rotation ETF · RORO cheaper | 16% | 1.14% | Tidal Investments LLC |
| 5 | JNL/Vanguard Moderate ETF Allocation Fund cheaper | 12% | 0.27% | Jackson National Asset Management, LLC |
| 6 | WAVELENGTH FUND · WAVLX cheaper | 12% | 1.26% | Wavelength Capital Management, LLC |
| 7 | Anydrus Advantage ETF · NDOW | 11% | 2.15% | Collaborative Fund Advisors |
| 8 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper | 11% | 0.27% | Jackson National Asset Management, LLC |
| 9 | VANGUARD TOTAL WORLD BOND ETF · BNDW cheaper | 9% | 0.05% | The Vanguard Group, Inc. |
| 10 | ActivePassive Core Bond ETF · APCB cheaper | 9% | 0.36% | — |
| 11 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper | 9% | 1.18% | HORIZON INVESTMENTS LLC. |
| 12 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX cheaper | 8% | 0.58% | ALPS Advisors, Inc. |
| 13 | TOPS Conservative ETF Portfolio cheaper | 8% | 0.31% | Valmark Advisers, Inc. |
| 14 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX cheaper | 7% | 0.72% | DWS Investment Management Americas, Inc. |
| 15 | AXS Tactical Income Fund · TINAX, TINIX | 7% | 1.91% | — |
| 16 | Prospera Income ETF · THRV | 7% | 1.80% | Prospera Funds Inc |
| 17 | Modern Capital Tactical Income Fund · MCTOX, MCTDX | 7% | 3.15% | Modern Capital Management Co. |
| 18 | Day Hagan Smart Sector Fixed Income ETF · SSFI cheaper | 6% | 0.76% | Day Hagan Asset Management |
| 19 | Morningstar Global Income Fund · MSTGX cheaper | 6% | 0.74% | Morningstar Investment Management LLC |
| 20 | TOPS Balanced ETF Portfolio cheaper | 6% | 0.30% | Valmark Advisers, Inc. |
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