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 | Monarch Ambassador Income ETF · MAMB diff. adviser | 49% | 1.26% | Kingsview Wealth Management LLC |
| 2 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 39% | 1.68% | Regents Park Funds, LLC |
| 3 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 29% | 0.60% | WisdomTree Asset Management, Inc. |
| 4 | iShares Interest Rate Hedged Corporate Bond ETF · LQDH cheaper diff. adviser | 21% | 0.24% | BlackRock Fund Advisors |
| 5 | iShares Inflation Hedged Corporate Bond ETF · LQDI cheaper diff. adviser | 21% | 0.18% | BlackRock Fund Advisors |
| 6 | iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · LQDW cheaper diff. adviser | 21% | 0.34% | BlackRock Fund Advisors |
| 7 | The Gold Bullion Strategy Portfolio diff. adviser | 21% | 1.63% | Advisors Preferred, LLC |
| 8 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX diff. adviser | 21% | 1.73% | Howard Capital Management, Inc. |
| 9 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX diff. adviser | 21% | 1.72% | Howard Capital Management, Inc. |
| 10 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 21% | — | Potomac Fund Management, Inc. |
| 11 | MKAM ETF · MKAM cheaper diff. adviser | 21% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Tactical Advantage ETF diff. adviser | 21% | 0.78% | Tidal Investments LLC |
| 13 | 3EDGE Dynamic Fixed Income ETF · EDGF | 20% | 0.79% | — |
| 14 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 20% | 1.97% | Howard Capital Management, Inc. |
| 15 | Brookstone Intermediate Bond ETF diff. adviser | 20% | 1.03% | Brookstone Asset Management, LLC |
| 16 | Brookstone Ultra-Short Bond ETF diff. adviser | 20% | 1.05% | Brookstone Asset Management, LLC |
| 17 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 20% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 18 | Atac Credit Rotation ETF · JOJO diff. adviser | 20% | 1.24% | Tidal Investments LLC |
| 19 | Brookstone Opportunities ETF diff. adviser | 19% | 1.06% | Brookstone Asset Management, LLC |
| 20 | Prospera Income ETF · THRV diff. adviser | 18% | 1.80% | Prospera Funds Inc |
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