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 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 50% | 2.08% | Rational Advisors, Inc. |
| 2 | Monetta Fund · MONTX cheaper | 46% | 1.36% | Monetta Financial Services Inc |
| 3 | LHA Market State Tactical Beta ETF · MSTB cheaper diff. adviser | 33% | 1.40% | Little Harbor Advisors, LLC |
| 4 | Goldman Sachs Buffered S&P 500 Fund - May/Nov cheaper diff. adviser | 32% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 5 | MIG Core ETF · MIGO cheaper | 31% | 0.45% | — |
| 6 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ diff. adviser | 31% | — | J.P. Morgan Investment Management, Inc. |
| 7 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 31% | 0.50% | Motley Fool Asset Management |
| 8 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 31% | 2.14% | Anchor Capital Management Group, Inc. |
| 9 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 31% | 0.74% | Thrivent Asset Management, LLC |
| 10 | DWS Core Equity VIP cheaper diff. adviser | 31% | 0.58% | DWS Investment Management Americas, Inc. |
| 11 | DWS Core Equity Fund · SUWAX, SUWCX, SCDGX, SUWIX, SUWZX cheaper diff. adviser | 30% | 0.49% | DWS Investment Management Americas, Inc. |
| 12 | Swan Hedged Equity US Large Cap ETF · HEGD cheaper diff. adviser | 30% | 0.87% | Swan Capital Management, LLC |
| 13 | Horizon Digital Frontier ETF · YNOT cheaper diff. adviser | 30% | 0.75% | HORIZON INVESTMENTS LLC. |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 30% | — | — |
| 15 | JPMorgan NASDAQ Equity Premium Yield ETF · ROCQ | 30% | — | — |
| 16 | TappAlpha SPY Growth & Daily Income ETF · TSPY cheaper diff. adviser | 30% | 0.77% | Tapp Finance, Inc. |
| 17 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX cheaper diff. adviser | 30% | 1.07% | Lincoln Financial Investments Corporation |
| 18 | AdvisorShares STAR Global Buy-Write ETF · VEGA cheaper diff. adviser | 30% | 1.25% | AdvisorShares Investments, LLC |
| 19 | Quantified Market Leaders Fund · QMLFX, QMLAX | 30% | 1.53% | — |
| 20 | Easterly Hedged Equity Fund · JDAEX, JDCEX, JDIEX, JDSEX cheaper diff. adviser | 30% | 1.14% | Easterly Investment Partners LLC |
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