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 | AXS Tactical Income Fund · TINAX, TINIX cheaper | 17% | 1.91% | — |
| 2 | DWS Alternative Asset Allocation VIP cheaper | 12% | 0.88% | DWS Investment Management Americas, Inc. |
| 3 | Ocean Park Diversified Income ETF cheaper | 12% | 1.03% | Ocean Park Asset Management, LLC |
| 4 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX cheaper | 12% | 1.12% | HORIZON INVESTMENTS LLC. |
| 5 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX cheaper | 9% | 1.49% | — |
| 6 | Anfield Dynamic Fixed Income ETF · ADFI cheaper | 9% | 1.68% | Regents Park Funds, LLC |
| 7 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX cheaper | 9% | 1.55% | Kensington Asset Management, LLC |
| 8 | Calamos Nasdaq Equity & Income ETF cheaper | 9% | 0.94% | Calamos Advisors LLC |
| 9 | Kensington Credit Opportunities ETF · KAMO cheaper | 9% | 0.94% | Kensington Asset Management, LLC |
| 10 | TFA Tactical Income Fund · TFAZX | 7% | 2.69% | Tactical Fund Advisors, LLC |
| 11 | Quantified Managed Income Fund · QBDSX, QBDAX cheaper | 7% | 1.60% | — |
| 12 | Chesapeake Trend-Following Fixed Income ETF · TFFI cheaper | 7% | 1.01% | — |
| 13 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper | 7% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | TrueShares ConVequity ETF · PVEX cheaper | 7% | 0.82% | TrueMark Investments, LLC |
| 15 | Monarch Ambassador Income ETF · MAMB cheaper | 6% | 1.26% | Kingsview Wealth Management LLC |
| 16 | 1290 Multi-Alternative Strategies Fund · TNMAX, TNMIX, TNMRX cheaper | 6% | 1.28% | Equitable Investment Management, LLC |
| 17 | Anydrus Advantage ETF · NDOW cheaper | 6% | 2.15% | Collaborative Fund Advisors |
| 18 | 1290 VT Multi-Alternative Strategies Portfolio cheaper | 6% | 1.29% | Equitable Investment Management Group, LLC |
| 19 | BTS Managed Income Fund · BTSAX, BTSCX, BTSIX, BTSRX cheaper | 6% | 1.88% | BTS Asset Management, Inc. |
| 20 | Mindful Conservative ETF · MFUL cheaper | 6% | 1.48% | — |
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