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 | Swan Hedged Equity US Large Cap ETF · HEGD cheaper diff. adviser | 62% | 0.87% | Swan Capital Management, LLC |
| 2 | Easterly Hedged Equity Fund · JDAEX, JDCEX, JDIEX, JDSEX diff. adviser | 53% | 1.14% | Easterly Investment Partners LLC |
| 3 | KraneShares Hedgeye Hedged Equity Index ETF · KSPY cheaper diff. adviser | 53% | 0.88% | Krane Funds Advisors, LLC |
| 4 | Equable Shares Hedged Equity Fund · EQHEX diff. adviser | 51% | 1.18% | Teramo Advisors, LLC |
| 5 | Quantified Market Leaders Fund · QMLFX, QMLAX | 51% | 1.53% | — |
| 6 | LHA Market State Tactical Beta ETF · MSTB diff. adviser | 51% | 1.40% | Little Harbor Advisors, LLC |
| 7 | Quantified Tactical Sectors Fund · QTSSX, QTSTX | 51% | 1.72% | — |
| 8 | Miller Value Partners Leverage ETF · MVPL | 51% | 1.72% | — |
| 9 | TappAlpha SPY Growth & Daily Income ETF · TSPY cheaper diff. adviser | 51% | 0.77% | Tapp Finance, Inc. |
| 10 | Tradr 2X Long SPY Quarterly ETF · SPYQ cheaper diff. adviser | 51% | 0.95% | AXS Investments LLC |
| 11 | WEBs QQQ Defined Volatility ETF cheaper diff. adviser | 51% | 0.89% | WEBs Investments Inc. |
| 12 | Day Hagan Smart Buffer ETF · DHSB cheaper diff. adviser | 51% | 0.68% | Day Hagan Asset Management |
| 13 | Equable Shares Hedged Equity ETF · HEDG diff. adviser | 49% | 0.96% | Teramo Advisors, LLC |
| 14 | THOR Index Rotation ETF · THIR cheaper diff. adviser | 49% | 0.69% | THOR Financial Technologies, LLC |
| 15 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 48% | 2.08% | Rational Advisors, Inc. |
| 16 | RH Tactical Outlook ETF · RHTX diff. adviser | 46% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 17 | Oakhurst Strategic Defined Risk Fund · OASDX, OASRX diff. adviser | 41% | 1.58% | Lido Advisors, LLC |
| 18 | AdvisorShares STAR Global Buy-Write ETF · VEGA diff. adviser | 31% | 1.25% | AdvisorShares Investments, LLC |
| 19 | Monetta Young Investor Growth Fund · MYIFX diff. adviser | 30% | 1.48% | Monetta Financial Services Inc |
| 20 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 30% | 2.14% | Anchor Capital Management Group, Inc. |
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