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 | iShares Inflation Hedged Corporate Bond ETF · LQDI cheaper | 66% | 0.18% | BlackRock Fund Advisors |
| 2 | iShares Interest Rate Hedged Corporate Bond ETF · LQDH cheaper | 60% | 0.24% | BlackRock Fund Advisors |
| 3 | Kingsbarn Tactical Bond ETF · KDRN diff. adviser | 21% | 0.62% | Kingsbarn Capital Management, LLC |
| 4 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 18% | 1.68% | Regents Park Funds, LLC |
| 5 | Monarch Ambassador Income ETF · MAMB diff. adviser | 16% | 1.26% | Kingsview Wealth Management LLC |
| 6 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 15% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 7 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX diff. adviser | 14% | 0.72% | DWS Investment Management Americas, Inc. |
| 8 | FundX Flexible ETF · XFLX | 10% | 0.97% | — |
| 9 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 8% | 0.30% | Valmark Advisers, Inc. |
| 10 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 7% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 11 | TOPS Managed Risk Balanced ETF Portfolio diff. adviser | 7% | 0.51% | Valmark Advisers, Inc. |
| 12 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 7% | 0.31% | Valmark Advisers, Inc. |
| 13 | First Trust Multi Income Allocation Portfolio diff. adviser | 7% | 0.95% | First Trust Advisors L.P. |
| 14 | TOPS Managed Risk Flex ETF Portfolio diff. adviser | 6% | 0.95% | Valmark Advisers, Inc. |
| 15 | AVIP Constellation Managed Risk Balanced Portfolio diff. adviser | 6% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 16 | Hartford Schroders Diversified Opportunities Fund · HFIGX, HFSGX diff. adviser | 5% | 0.71% | Hartford Funds Management Company, LLC |
| 17 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 5% | 0.29% | Valmark Advisers, Inc. |
| 18 | FundX Conservative ETF · XRLX | 5% | 1.20% | — |
| 19 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP diff. adviser | 4% | 0.60% | Transamerica Asset Management, Inc. |
| 20 | TOPS Managed Risk Moderate Growth ETF Portfolio diff. adviser | 4% | 0.50% | Valmark Advisers, Inc. |
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