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 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX diff. adviser | 17% | 1.73% | Howard Capital Management, Inc. |
| 2 | Teberg Fund · TEBRX, ABSTX diff. adviser | 14% | 2.03% | Absolute Capital Management, LLC |
| 3 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 13% | 1.81% | — |
| 4 | Prospera Income ETF · THRV diff. adviser | 13% | 1.80% | Prospera Funds Inc |
| 5 | NORTH SQUARE MULTI STRATEGY FUND · ORILX, PORYX diff. adviser | 12% | 1.33% | North Square Investments, LLC |
| 6 | SA BlackRock Multi-Factor 70/30 Portfolio cheaper diff. adviser | 12% | 0.51% | SunAmerica Asset Management, LLC |
| 7 | Adaptive Alpha Opportunities ETF · AGOX diff. adviser | 12% | 1.33% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 8 | Destinations Large Cap Equity Fund · DLCFX, DLCZX cheaper diff. adviser | 12% | 0.66% | Brinker Capital Investments, LLC |
| 9 | Avantis Total Equity Markets ETF · AVTM cheaper | 12% | 0.22% | — |
| 10 | EQ/AB Dynamic Aggressive Growth Portfolio cheaper diff. adviser | 12% | 0.90% | Equitable Investment Management Group, LLC |
| 11 | EQ/AB Dynamic Growth Portfolio cheaper diff. adviser | 11% | 0.90% | Equitable Investment Management Group, LLC |
| 12 | Peerless Option Income Wheel ETF · WEEL cheaper diff. adviser | 11% | 0.99% | Tidal Investments LLC |
| 13 | Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11% | — | — |
| 14 | Cambria US EW ETF · USEW cheaper | 11% | 0.30% | — |
| 15 | Dakota Active Equity ETF · DAK cheaper | 11% | 0.43% | — |
| 16 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX diff. adviser | 11% | 1.22% | Spirit of America Management Corp. |
| 17 | EQ/AB Dynamic Moderate Growth Portfolio cheaper diff. adviser | 11% | 0.87% | Equitable Investment Management Group, LLC |
| 18 | Zacks All-Cap Core Fund diff. adviser | 11% | 1.01% | Zacks Investment Management, Inc. |
| 19 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 11% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX | 11% | 1.58% | — |
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