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 | Equable Shares Hedged Equity Fund · EQHEX | 78% | 1.18% | Teramo Advisors, LLC |
| 2 | U.S. LargeCap S&P 500 Index Buffer July Account diff. adviser | 55% | 0.99% | Principal Global Investors, LLC |
| 3 | U.S. LargeCap S&P 500 Index Buffer October Account diff. adviser | 55% | 0.99% | Principal Global Investors, LLC |
| 4 | U.S. LargeCap S&P 500 Index Buffer January Account diff. adviser | 55% | 1.00% | Principal Global Investors, LLC |
| 5 | U.S. LargeCap S&P 500 Index Buffer April Account diff. adviser | 55% | 0.99% | Principal Global Investors, LLC |
| 6 | Miller Value Partners Leverage ETF · MVPL | 49% | 1.72% | — |
| 7 | Swan Hedged Equity US Large Cap ETF · HEGD cheaper diff. adviser | 49% | 0.87% | Swan Capital Management, LLC |
| 8 | Easterly Hedged Equity Fund · JDAEX, JDCEX, JDIEX, JDSEX diff. adviser | 49% | 1.14% | Easterly Investment Partners LLC |
| 9 | HULL TACTICAL US ETF · HTUS diff. adviser | 49% | 0.96% | HTAA LLC |
| 10 | KraneShares Hedgeye Hedged Equity Index ETF · KSPY cheaper diff. adviser | 49% | 0.88% | Krane Funds Advisors, LLC |
| 11 | Quantified Market Leaders Fund · QMLFX, QMLAX | 49% | 1.53% | — |
| 12 | LHA Market State Tactical Beta ETF · MSTB diff. adviser | 49% | 1.40% | Little Harbor Advisors, LLC |
| 13 | Quantified Tactical Sectors Fund · QTSSX, QTSTX | 49% | 1.72% | — |
| 14 | TappAlpha SPY Growth & Daily Income ETF · TSPY cheaper diff. adviser | 49% | 0.77% | Tapp Finance, Inc. |
| 15 | Tradr 2X Long SPY Quarterly ETF · SPYQ cheaper diff. adviser | 49% | 0.95% | AXS Investments LLC |
| 16 | THOR Index Rotation ETF · THIR cheaper diff. adviser | 49% | 0.69% | THOR Financial Technologies, LLC |
| 17 | WEBs QQQ Defined Volatility ETF cheaper diff. adviser | 49% | 0.89% | WEBs Investments Inc. |
| 18 | Day Hagan Smart Buffer ETF · DHSB cheaper diff. adviser | 49% | 0.68% | Day Hagan Asset Management |
| 19 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 48% | 2.08% | Rational Advisors, Inc. |
| 20 | Ironclad Managed Risk Fund · IRONX diff. adviser | 47% | 1.28% | IRONCLAD INVESTMENTS LLC |
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