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 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX cheaper | 28% | 1.55% | Kensington Asset Management, LLC |
| 2 | Agility Shares Dynamic Tactical Income ETF · THY cheaper diff. adviser | 24% | 1.03% | Toews Corporation |
| 3 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 23% | 0.40% | AssetMark Inc. |
| 4 | Toews Tactical Income Fund · THHYX cheaper diff. adviser | 20% | 1.37% | Toews Corporation |
| 5 | Ocean Park Tactical Bond Fund cheaper diff. adviser | 20% | 1.61% | Ocean Park Asset Management, LLC |
| 6 | Brookstone Yield ETF cheaper diff. adviser | 19% | 1.46% | Brookstone Asset Management, LLC |
| 7 | F/m Compoundr High Yield Bond ETF cheaper | 19% | 0.31% | — |
| 8 | Redwood Managed Volatility Fund · RWDIX, RWDNX, RWDYX diff. adviser | 19% | 2.20% | Redwood Investment Management, LLC |
| 9 | FundX Flexible ETF · XFLX cheaper | 17% | 0.97% | — |
| 10 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper diff. adviser | 14% | 0.35% | AssetMark Inc. |
| 11 | Strategic Advisers Income Opportunities Fund · FPIOX cheaper diff. adviser | 13% | 0.53% | Strategic Advisers LLC |
| 12 | Abacus FCF International Leaders ETF · ABLG cheaper | 10% | 0.54% | — |
| 13 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 10% | 0.62% | — |
| 14 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX cheaper | 10% | 1.42% | Kensington Asset Management, LLC |
| 15 | Innovator U.S. Small Cap Managed Floor ETF cheaper diff. adviser | 10% | 0.89% | Innovator Capital Management, LLC |
| 16 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 10% | 1.13% | IDX Advisors, LLC |
| 17 | Abacus FCF Real Assets Leaders ETF · ABLD cheaper | 10% | 0.39% | — |
| 18 | Innovator IBD(R) Breakout Opportunities ETF cheaper diff. adviser | 10% | 0.80% | Innovator Capital Management, LLC |
| 19 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 10% | 0.80% | Innovator Capital Management, LLC |
| 20 | Innovator Deepwater Frontier Tech ETF cheaper diff. adviser | 10% | 0.70% | Innovator Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.