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 | GuidePath Absolute Return Allocation Fund · GPARX, GIARX, GABRX cheaper diff. adviser | 19% | 0.55% | AssetMark Inc. |
| 2 | Monarch Ambassador Income ETF · MAMB diff. adviser | 14% | 1.26% | Kingsview Wealth Management LLC |
| 3 | First Trust High Income Strategic Focus ETF · HISF cheaper | 10% | 0.83% | First Trust Advisors L.P. |
| 4 | First Trust Low Duration Strategic Focus ETF · LDSF cheaper | 10% | 0.87% | First Trust Advisors L.P. |
| 5 | Aspiriant Real Assets Fund | 9% | — | — |
| 6 | Aspiriant Defensive Allocation Fund · RMDFX diff. adviser | 9% | 5.15% | Aspiriant, LLC |
| 7 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 7% | 0.44% | Madison Asset Management, LLC |
| 8 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 7% | 0.47% | Madison Asset Management, LLC |
| 9 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 7% | 0.51% | Madison Asset Management, LLC |
| 10 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP cheaper diff. adviser | 7% | 0.60% | Transamerica Asset Management, Inc. |
| 11 | Tactical Income Fund · FLBDX, BNDIX, BNDAX diff. adviser | 7% | 1.32% | Meeder Asset Management, Inc. |
| 12 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 7% | 0.59% | Transamerica Asset Management, Inc. |
| 13 | Quantified Managed Income Fund · QBDSX, QBDAX | 7% | 1.60% | — |
| 14 | ETC Cabana Target Beta ETF · TDSB cheaper diff. adviser | 7% | 0.91% | Exchange Traded Concepts, LLC |
| 15 | ETC Cabana Target Drawdown 10 ETF · TDSC cheaper diff. adviser | 7% | 0.90% | Exchange Traded Concepts, LLC |
| 16 | Atac Credit Rotation ETF · JOJO diff. adviser | 7% | 1.24% | Tidal Investments LLC |
| 17 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 7% | 0.62% | Kingsbarn Capital Management, LLC |
| 18 | Brookstone Intermediate Bond ETF cheaper diff. adviser | 7% | 1.03% | Brookstone Asset Management, LLC |
| 19 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 7% | 1.13% | IDX Advisors, LLC |
| 20 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 7% | 0.60% | WisdomTree Asset Management, Inc. |
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