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 | First Trust High Income Strategic Focus ETF · HISF cheaper | 31% | 0.83% | First Trust Advisors L.P. |
| 2 | Multi-Asset Diversified Income Index Fund · MDIV cheaper | 16% | 0.71% | — |
| 3 | First Trust Multi Income Allocation Portfolio | 14% | 0.95% | First Trust Advisors L.P. |
| 4 | First Trust Multi-Strategy Alternative ETF · LALT | 10% | 1.18% | First Trust Advisors L.P. |
| 5 | First Trust Balanced Income ETF · FTBI | 9% | 0.97% | — |
| 6 | GuidePath Absolute Return Allocation Fund · GPARX, GIARX, GABRX cheaper diff. adviser | 4% | 0.55% | AssetMark Inc. |
| 7 | Bluemonte Diversified Income ETF · BLUI cheaper | 2% | 0.75% | — |
| 8 | Tactical Growth Allocation Fund · TFAFX diff. adviser | 1% | 2.64% | Tactical Fund Advisors, LLC |
| 9 | Rareview Total Return Bond ETF · RTRE cheaper | 1% | 0.70% | — |
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