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 | Beacon Tactical Risk ETF cheaper diff. adviser | 46% | 1.08% | Beacon Capital Management, Inc. |
| 2 | Beacon Selective Risk ETF cheaper diff. adviser | 46% | 1.09% | Beacon Capital Management, Inc. |
| 3 | Day Hagan Smart Sector ETF · SSUS cheaper diff. adviser | 20% | 0.77% | Day Hagan Asset Management |
| 4 | Tactical Dividend & Momentum Fund · HTDAX, HTDCX, HTDIX, HTDRX cheaper diff. adviser | 18% | 1.62% | Hanlon Investment Management, Inc. |
| 5 | Mohr Sector Nav ETF · SNAV cheaper | 16% | 1.59% | — |
| 6 | Northern Trust US Equity ETF cheaper | 13% | 0.12% | — |
| 7 | Astor Sector Allocation Fund · ASPGX, CSPGX, STARX cheaper | 11% | 1.27% | — |
| 8 | PeakShares Sector Rotation ETF cheaper diff. adviser | 10% | 1.07% | PeakShares, LLC |
| 9 | SGI Dynamic Tactical ETF · DYTA cheaper diff. adviser | 10% | 1.32% | Summit Global Investment, LLC |
| 10 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 10% | — | Potomac Fund Management, Inc. |
| 11 | Anfield US Equity Sector Rotation ETF cheaper diff. adviser | 9% | 1.16% | Regents Park Funds, LLC |
| 12 | Madison Target Retirement 2050 Fund cheaper diff. adviser | 8% | 0.53% | Madison Asset Management, LLC |
| 13 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 7% | 0.51% | Madison Asset Management, LLC |
| 14 | Multimanager Technology Portfolio cheaper diff. adviser | 7% | 0.98% | Equitable Investment Management Group, LLC |
| 15 | Madison Aggressive Allocation Fund · MAGSX, MAACX cheaper diff. adviser | 6% | 1.00% | Madison Asset Management, LLC |
| 16 | iDirect Private Markets Fund | 6% | — | — |
| 17 | PRIMARK MEKETA PRIVATE EQUITY INVESTMENTS FUND | 6% | — | — |
| 18 | MEKETA INFRASTRUCTURE FUND | 6% | — | — |
| 19 | Axxes Opportunistic Credit Fund | 6% | — | — |
| 20 | Privacore PCAAM Alternative Growth Fund | 6% | — | — |
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