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 | Aptus Defined Risk ETF · DRSK diff. adviser | 20% | 0.78% | Aptus Capital Advisors, LLC |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 12% | 2.03% | AC FUNDS LLC |
| 3 | Fundamentals First ETF diff. adviser | 6% | 1.09% | Mason Capital Partners |
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