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 | Agility Shares Dynamic Tactical Income ETF · THY diff. adviser | 25% | 1.03% | Toews Corporation |
| 2 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 22% | 1.12% | HORIZON INVESTMENTS LLC. |
| 3 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX diff. adviser | 7% | 0.40% | AssetMark Inc. |
| 4 | Xtrackers USD High Yield BB-B ex Financials ETF · BHYB cheaper | 7% | 0.20% | DBX Advisors LLC |
| 5 | Xtrackers International Real Estate ETF · HAUZ cheaper | 7% | 0.10% | DBX Advisors LLC |
| 6 | Xtrackers US Green Infrastructure Select Equity ETF · UPGR | 7% | 0.35% | DBX Advisors LLC |
| 7 | Xtrackers High Beta High Yield Bond ETF · HYUP cheaper | 6% | 0.20% | DBX Advisors LLC |
| 8 | Xtrackers USD High Yield Corporate Bond ETF · HYLB cheaper | 6% | 0.05% | DBX Advisors LLC |
| 9 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX diff. adviser | 5% | 1.66% | Kensington Asset Management, LLC |
| 10 | Xtrackers Short Duration High Yield Bond ETF · SHYL cheaper | 5% | 0.20% | DBX Advisors LLC |
| 11 | Toews Tactical Income Fund · THHYX diff. adviser | 5% | 1.37% | Toews Corporation |
| 12 | The Brinsmere Fund - Conservative ETF · TBFC | 4% | 0.44% | — |
| 13 | VOYA INDEX SOLUTION INCOME PORTFOLIO · ISKAX, ISKIX, ISKSX, IIIPX, VSZJX cheaper diff. adviser | 4% | 0.16% | Voya Investments, LLC |
| 14 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 3% | 0.29% | Valmark Advisers, Inc. |
| 15 | Ocean Park Tactical Bond Fund diff. adviser | 3% | 1.61% | Ocean Park Asset Management, LLC |
| 16 | TOPS Managed Risk Moderate Growth ETF Portfolio diff. adviser | 3% | 0.50% | Valmark Advisers, Inc. |
| 17 | Destinations Global Fixed Income Opportunities Fund · DGFFX, DGFZX diff. adviser | 2% | 0.88% | Brinker Capital Investments, LLC |
| 18 | TOPS Balanced ETF Portfolio diff. adviser | 2% | 0.30% | Valmark Advisers, Inc. |
| 19 | VOYA INDEX SOLUTION 2030 PORTFOLIO · IDXHX, IDXFX, IDXGX, IDXIX, VSZCX cheaper diff. adviser | 2% | 0.16% | Voya Investments, LLC |
| 20 | VOYA INDEX SOLUTION 2035 PORTFOLIO · ISEIX, ISESX, ISEAX, IXISX, VSZDX cheaper diff. adviser | 2% | 0.17% | Voya Investments, LLC |
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