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 | Atac Rotation Fund | 25% | — | Tidal Investments LLC |
| 2 | Bluemonte Core Bond ETF · BDBT cheaper | 25% | 0.23% | — |
| 3 | Brookstone Intermediate Bond ETF | 20% | 1.03% | Brookstone Asset Management, LLC |
| 4 | Madison Target Retirement 2020 Fund | 16% | 0.44% | Madison Asset Management, LLC |
| 5 | Madison Target Retirement 2030 Fund | 13% | 0.47% | Madison Asset Management, LLC |
| 6 | Beacon Selective Risk ETF | 9% | 1.09% | Beacon Capital Management, Inc. |
| 7 | Beacon Tactical Risk ETF | 8% | 1.08% | Beacon Capital Management, Inc. |
| 8 | GMO Dynamic Allocation ETF · GMOD | 8% | 0.50% | — |
| 9 | Madison Target Retirement 2040 Fund | 8% | 0.51% | Madison Asset Management, LLC |
| 10 | Madison Target Retirement 2050 Fund | 6% | 0.53% | Madison Asset Management, LLC |
| 11 | Grant Park Dynamic Allocation Fund | 4% | 1.68% | Dearborn Capital Management |
| 12 | JNL/Vanguard Growth ETF Allocation Fund cheaper | 4% | 0.26% | Jackson National Asset Management, LLC |
| 13 | CVT Volatility Managed Growth Portfolio | 4% | 0.91% | Calvert Research and Management |
| 14 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper | 3% | 0.27% | Jackson National Asset Management, LLC |
| 15 | Conservative Allocation Fund | 3% | 0.61% | Madison Asset Management, LLC |
| 16 | CVT Volatility Managed Moderate Growth Portfolio | 3% | 0.89% | Calvert Research and Management |
| 17 | Madison Conservative Allocation Fund · MCNAX, MCOCX | 2% | 0.98% | Madison Asset Management, LLC |
| 18 | Cambria Endowment Style ETF · ENDW cheaper | 2% | 0.22% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | JNL/Vanguard Moderate ETF Allocation Fund cheaper | 2% | 0.27% | Jackson National Asset Management, LLC |
| 20 | AB Balanced Hedged Allocation Portfolio | 2% | 0.70% | AllianceBernstein L.P. |
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