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 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper | 46% | 1.73% | Howard Capital Management, Inc. |
| 2 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX cheaper | 46% | 1.72% | Howard Capital Management, Inc. |
| 3 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 41% | 1.63% | Advisors Preferred, LLC |
| 4 | Brookstone Ultra-Short Bond ETF cheaper diff. adviser | 40% | 1.05% | Brookstone Asset Management, LLC |
| 5 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX cheaper diff. adviser | 39% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | TFA Tactical Income Fund · TFAZX diff. adviser | 39% | 2.69% | Tactical Fund Advisors, LLC |
| 7 | Brookstone Opportunities ETF cheaper diff. adviser | 39% | 1.06% | Brookstone Asset Management, LLC |
| 8 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper | 37% | 1.39% | Howard Capital Management, Inc. |
| 9 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 35% | 0.79% | — |
| 10 | Counterpoint High Yield Trend ETF · HYTR cheaper diff. adviser | 32% | 0.88% | Counterpoint Mutual Funds, LLC |
| 11 | Ocean Park Tactical Bond Fund cheaper diff. adviser | 27% | 1.61% | Ocean Park Asset Management, LLC |
| 12 | iShares Interest Rate Hedged High Yield Bond ETF · HYGH cheaper diff. adviser | 21% | 0.52% | BlackRock Fund Advisors |
| 13 | iShares High Yield Corporate Bond BuyWrite Strategy ETF · HYGW cheaper diff. adviser | 21% | 0.69% | BlackRock Fund Advisors |
| 14 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 20% | — | Potomac Fund Management, Inc. |
| 15 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 20% | 0.62% | Kingsbarn Capital Management, LLC |
| 16 | MKAM ETF · MKAM cheaper diff. adviser | 20% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Tactical Advantage ETF cheaper diff. adviser | 20% | 0.78% | Tidal Investments LLC |
| 18 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX cheaper diff. adviser | 20% | 1.75% | Donoghue Forlines LLC |
| 19 | Pinnacle Multi-Strategy Core Fund · APSHX, CPSHX, IPSHX cheaper diff. adviser | 20% | 1.55% | Pinnacle Family Advisors, LLC |
| 20 | Gammaroad Market Navigation ETF · GMMA cheaper diff. adviser | 20% | 0.75% | Tidal Investments LLC |
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