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 | U.S. LargeCap S&P 500 Index Buffer July Account cheaper diff. adviser | 63% | 0.99% | Principal Global Investors, LLC |
| 2 | U.S. LargeCap S&P 500 Index Buffer October Account cheaper diff. adviser | 63% | 0.99% | Principal Global Investors, LLC |
| 3 | U.S. LargeCap S&P 500 Index Buffer April Account cheaper diff. adviser | 62% | 0.99% | Principal Global Investors, LLC |
| 4 | U.S. LargeCap S&P 500 Index Buffer January Account cheaper diff. adviser | 62% | 1.00% | Principal Global Investors, LLC |
| 5 | Equable Shares Hedged Equity ETF · HEDG cheaper diff. adviser | 47% | 0.96% | Teramo Advisors, LLC |
| 6 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 47% | 2.08% | Rational Advisors, Inc. |
| 7 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP cheaper diff. adviser | 46% | 0.58% | Transamerica Asset Management, Inc. |
| 8 | Swan Defined Risk Fund · SDRAX, SDRCX, SDRIX cheaper diff. adviser | 46% | 1.25% | Swan Capital Management, LLC |
| 9 | Return Stacked Balanced Allocation & Systematic Macro Fund · RDMAX, RDMCX, RDMIX diff. adviser | 46% | 2.01% | Rational Advisors, Inc. |
| 10 | Agility Shares Managed Risk ETF · MRSK cheaper diff. adviser | 46% | 0.95% | Toews Corporation |
| 11 | Swan Defined Risk Growth Fund · SDAAX, SDACX, SDAIX diff. adviser | 46% | 1.43% | Swan Capital Management, LLC |
| 12 | Alpha Fiduciary Quantitative Strategy Fund · AFQSX diff. adviser | 46% | 1.73% | ALPHA FIDUCIARY, INC. |
| 13 | Potomac Defensive Bull Fund · CRDBX, SDDBX diff. adviser | 46% | 1.39% | Potomac Fund Management, Inc. |
| 14 | Simplify US Equity PLUS Convexity ETF · SPYC cheaper diff. adviser | 46% | 0.53% | Simplify Asset Management Inc. |
| 15 | Simplify US Equity PLUS Downside Convexity ETF · SPD cheaper diff. adviser | 46% | 0.53% | Simplify Asset Management Inc. |
| 16 | Simplify US Equity PLUS Upside Convexity ETF · SPUC cheaper diff. adviser | 46% | 0.53% | Simplify Asset Management Inc. |
| 17 | Simplify US Equity PLUS Bitcoin Strategy ETF · SPBC cheaper diff. adviser | 46% | 0.54% | Simplify Asset Management Inc. |
| 18 | Simplify Hedged Equity ETF · HEQT cheaper diff. adviser | 46% | 0.43% | Simplify Asset Management Inc. |
| 19 | Soundwatch Hedged Equity ETF · SHDG cheaper diff. adviser | 46% | 0.91% | Soundwatch Capital LLC |
| 20 | iShares Large Cap Moderate Quarterly Laddered ETF cheaper diff. adviser | 46% | 0.50% | BlackRock Fund Advisors |
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