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 | Return Stacked Global Stocks & Bonds ETF · RSSB cheaper diff. adviser | 38% | 0.40% | Tidal Investments LLC |
| 2 | PFG Global Equity Index Fund diff. adviser | 20% | 1.99% | Pacific Financial Group, LLC |
| 3 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 13% | 0.34% | Lincoln Financial Investments Corporation |
| 4 | STANDPOINT MULTI-ASSET FUND · REMIX, BLNDX diff. adviser | 7% | 1.26% | Standpoint Asset Management LLC |
| 5 | SGI Dynamic Tactical ETF · DYTA diff. adviser | 4% | 1.32% | Summit Global Investment, LLC |
| 6 | Aptus Enhanced Yield ETF · JUCY | 2% | 0.60% | Aptus Capital Advisors, LLC |
| 7 | Catalyst/Millburn Hedge Strategy Fund · MBXAX, MBXCX, MBXIX, MBXFX | 2% | 2.00% | — |
| 8 | Cambria Tail Risk ETF · TAIL diff. adviser | 2% | 0.59% | Cambria Investment Management, L.P. |
| 9 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 2% | 2.03% | AlphaCentric Advisors LLC |
| 10 | Catalyst Buffered Shield Fund · SHIEX, SHINX, SHIIX | 2% | 1.35% | — |
| 11 | Aptus Defined Risk ETF · DRSK | 2% | 0.78% | Aptus Capital Advisors, LLC |
| 12 | Optima Strategic Credit Fund diff. adviser | 2% | 2.10% | Optima Asset Management LLC |
| 13 | Vest 10 Year Interest Rate Hedge ETF · RYSE diff. adviser | 2% | 0.94% | VEST FINANCIAL LLC |
| 14 | Vest 2 Year Interest Rate Hedge ETF · HYKE diff. adviser | 2% | 0.93% | VEST FINANCIAL LLC |
| 15 | Valkyrie Bitcoin Futures Leveraged Strategy ETF · BTFX | 2% | 1.86% | — |
| 16 | Catalyst/Aspect Enhanced Multi-Asset Fund · CASIX, CASAX, CASCX | 2% | 2.04% | — |
| 17 | NEOS Nasdaq-100 Hedged Equity Income ETF · QQQH diff. adviser | 2% | 0.68% | NEOS Investment Management, LLC |
| 18 | Aptus Large Cap Upside ETF · UPSD | 2% | 0.79% | Aptus Capital Advisors, LLC |
| 19 | Aptus January Buffer ETF · JANB cheaper | 2% | 0.25% | — |
| 20 | Aptus Deferred Income ETF · DEFR | 2% | 0.79% | — |
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