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 | Leuthold Core Investment Fund · LCORX, LCRIX cheaper | 43% | 1.24% | Leuthold Group, LLC |
| 2 | LoCorr Strategic Allocation Fund · LSAAX, LSAIX cheaper diff. adviser | 23% | 1.59% | LoCorr Fund Management LLC |
| 3 | Innovator Equity Premium Income - Daily PutWrite ETF cheaper diff. adviser | 23% | 0.79% | Innovator Capital Management, LLC |
| 4 | Leuthold Grizzly Short Fund · GRZZX | 22% | 3.20% | Leuthold Group, LLC |
| 5 | LoCorr Dynamic Opportunity Fund · LEQAX, LEQCX, LEQIX diff. adviser | 20% | 2.15% | LoCorr Fund Management LLC |
| 6 | Leuthold Core ETF · LCR cheaper | 20% | 0.83% | Leuthold Group, LLC |
| 7 | Teucrium Agricultural Strategy No K-1 ETF · TILL cheaper diff. adviser | 20% | 0.89% | Teucrium Investment Advisors, LLC |
| 8 | Kensington Defender Fund · DFNDX, DFNRX cheaper diff. adviser | 20% | 2.04% | Kensington Asset Management, LLC |
| 9 | Teucrium 2x Daily Corn ETF · CXRN cheaper diff. adviser | 20% | 0.95% | Teucrium Investment Advisors, LLC |
| 10 | Teucrium 2x Daily Wheat ETF · WXET cheaper diff. adviser | 20% | 0.95% | Teucrium Investment Advisors, LLC |
| 11 | Teucrium 2x Long Daily XRP ETF · XXRP cheaper diff. adviser | 20% | 1.89% | Teucrium Investment Advisors, LLC |
| 12 | 21Shares 2x Long Dogecoin ETF · TXXD cheaper diff. adviser | 20% | 1.89% | Teucrium Investment Advisors, LLC |
| 13 | 21Shares 2x Long Sui ETF · TXXS cheaper diff. adviser | 20% | 1.89% | Teucrium Investment Advisors, LLC |
| 14 | Kensington Credit Opportunities ETF · KAMO cheaper diff. adviser | 20% | 0.94% | Kensington Asset Management, LLC |
| 15 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX cheaper diff. adviser | 17% | 1.42% | Kensington Asset Management, LLC |
| 16 | 21Shares FTSE Crypto 10 ex-BTC Index ETF · TXBC cheaper diff. adviser | 16% | 0.65% | Teucrium Investment Advisors, LLC |
| 17 | Leuthold Select Industries ETF · LST cheaper | 15% | 0.65% | Leuthold Group, LLC |
| 18 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 11% | — | DIMENSIONAL FUND ADVISORS LP |
| 19 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 11% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 11% | 0.35% | LSV Asset Management |
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