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 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 49% | 0.62% | Kingsbarn Capital Management, LLC |
| 2 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 35% | 1.68% | Regents Park Funds, LLC |
| 3 | Quantified Managed Income Fund · QBDSX, QBDAX | 34% | 1.60% | — |
| 4 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 29% | 0.59% | Transamerica Asset Management, Inc. |
| 5 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 28% | 0.60% | WisdomTree Asset Management, Inc. |
| 6 | Bluemonte Core Bond ETF · BDBT cheaper | 28% | 0.23% | — |
| 7 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 27% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 8 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP cheaper diff. adviser | 25% | 0.60% | Transamerica Asset Management, Inc. |
| 9 | NVIT iShares Fixed Income ETF Fund cheaper diff. adviser | 23% | 0.22% | Nationwide Fund Advisors |
| 10 | TFA Tactical Income Fund · TFAZX diff. adviser | 22% | 2.69% | Tactical Fund Advisors, LLC |
| 11 | Ocean Park Diversified Income ETF cheaper diff. adviser | 21% | 1.03% | Ocean Park Asset Management, LLC |
| 12 | Global Atlantic BlackRock Selects Managed Risk Portfolio cheaper diff. adviser | 21% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 13 | Atac Credit Rotation ETF · JOJO cheaper diff. adviser | 20% | 1.24% | Tidal Investments LLC |
| 14 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 20% | 1.13% | IDX Advisors, LLC |
| 15 | Transamerica BlackRock iShares Active Asset Allocation - Moderate VP cheaper diff. adviser | 20% | 0.58% | Transamerica Asset Management, Inc. |
| 16 | Tactical Income Fund · FLBDX, BNDIX, BNDAX diff. adviser | 20% | 1.32% | Meeder Asset Management, Inc. |
| 17 | AlphaDroid Defensive Sector Rotation ETF · EZRO cheaper diff. adviser | 19% | 1.20% | Teucrium Investment Advisors, LLC |
| 18 | Global Atlantic Balanced Managed Risk Portfolio cheaper diff. adviser | 19% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 19 | JNL Moderate ETF Allocation Fund cheaper diff. adviser | 18% | 0.52% | Jackson National Asset Management, LLC |
| 20 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 18% | 0.66% | CONSTELLATION INVESTMENTS INC |
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