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 | 47% | 1.73% | Howard Capital Management, Inc. |
| 2 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX | 46% | 1.97% | Howard Capital Management, Inc. |
| 3 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 42% | 1.63% | Advisors Preferred, LLC |
| 4 | Brookstone Ultra-Short Bond ETF cheaper diff. adviser | 40% | 1.05% | Brookstone Asset Management, LLC |
| 5 | Brookstone Opportunities ETF cheaper diff. adviser | 39% | 1.06% | Brookstone Asset Management, LLC |
| 6 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper | 37% | 1.39% | Howard Capital Management, Inc. |
| 7 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 35% | 0.79% | — |
| 8 | Pinnacle Multi-Strategy Core Fund · APSHX, CPSHX, IPSHX cheaper diff. adviser | 30% | 1.55% | Pinnacle Family Advisors, LLC |
| 9 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 21% | — | Potomac Fund Management, Inc. |
| 10 | MKAM ETF · MKAM cheaper diff. adviser | 21% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Tactical Advantage ETF cheaper diff. adviser | 21% | 0.78% | Tidal Investments LLC |
| 12 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX diff. adviser | 21% | 1.75% | Donoghue Forlines LLC |
| 13 | Counterpoint High Yield Trend ETF · HYTR cheaper diff. adviser | 21% | 0.88% | Counterpoint Mutual Funds, LLC |
| 14 | Gammaroad Market Navigation ETF · GMMA cheaper diff. adviser | 21% | 0.75% | Tidal Investments LLC |
| 15 | Yields for You Strategy A ETF · YFYA cheaper diff. adviser | 21% | 1.16% | Teucrium Investment Advisors, LLC |
| 16 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 21% | 0.62% | Kingsbarn Capital Management, LLC |
| 17 | Prospera Income ETF · THRV diff. adviser | 18% | 1.80% | Prospera Funds Inc |
| 18 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX diff. adviser | 18% | 1.92% | Donoghue Forlines LLC |
| 19 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 16% | 1.74% | Potomac Fund Management, Inc. |
| 20 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 15% | 1.13% | IDX Advisors, LLC |
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