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 | Overlay Shares Hedged Large Cap Equity ETF · OVLH cheaper | 99% | 0.80% | — |
| 2 | Overlay Shares Large Cap Equity ETF · OVL cheaper | 97% | 0.79% | — |
| 3 | VanEck Long/Flat Trend ETF · LFEQ cheaper diff. adviser | 97% | 0.58% | Van Eck Associates Corporation |
| 4 | Twin Oak Active Opportunities ETF · TSPX diff. adviser | 77% | 1.01% | Twin Oak ETF Company |
| 5 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 57% | 1.80% | Abbey Capital Limited |
| 6 | Twin Oak Endure ETF cheaper | 53% | 0.49% | — |
| 7 | PIMCO REALPATH Blend 2070 Fund cheaper diff. adviser | 52% | 0.16% | Pacific Investment Management Company LLC |
| 8 | Cargile Fund · CFNDX diff. adviser | 51% | 1.80% | CARGILE INVESTMENT MANAGEMENT, INC. |
| 9 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 47% | 2.08% | Rational Advisors, Inc. |
| 10 | PFG US Equity Index Fund diff. adviser | 45% | 2.00% | Pacific Financial Group, LLC |
| 11 | Ironclad Managed Risk Fund · IRONX diff. adviser | 45% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 12 | Global X U.S. 500 Income Edge ETF cheaper | 41% | 0.00% | — |
| 13 | Popular Total Return Fund Inc. diff. adviser | 34% | 1.62% | Popular Asset Management LLC |
| 14 | Rareview Systematic Equity ETF · RSEE | 27% | 2.77% | — |
| 15 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 25% | 0.29% | Valmark Advisers, Inc. |
| 16 | AVIP Constellation Dynamic Risk Balanced Portfolio cheaper diff. adviser | 24% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 17 | TOPS Growth ETF Portfolio cheaper diff. adviser | 21% | 0.30% | Valmark Advisers, Inc. |
| 18 | Monetta Young Investor Growth Fund · MYIFX diff. adviser | 21% | 1.48% | Monetta Financial Services Inc |
| 19 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 20% | 0.91% | Calvert Research and Management |
| 20 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 20% | 0.28% | Empower Capital Management, LLC |
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