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 | State Street(R) Multi-Asset Real Return ETF · RLY cheaper | 8% | 0.50% | SSGA Funds Management, Inc. |
| 2 | Wellington Shields All-Cap Fund · WSACX | 4% | 1.32% | CAPITAL MANAGEMENT ASSOCIATES INC |
| 3 | Cambria Global Momentum ETF · GMOM cheaper | 4% | 1.01% | Cambria Investment Management, L.P. |
| 4 | Victory Target Managed Allocation Fund · UTMAX cheaper | 4% | 0.68% | Victory Capital Management Inc. |
| 5 | Adaptive Hedged Multi-Asset Income ETF · AMAX | 4% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 6 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX | 4% | 1.41% | Westwood Management Corp. |
| 7 | Q3 ALL SEASON ACTIVE ROTATION ETF · QVOY | 4% | 1.32% | Q3 Asset Management Corporation |
| 8 | GGM Macro Alignment ETF · GGM cheaper | 4% | 0.94% | Waverly Advisors, LLC |
| 9 | YieldMax Ultra Option Income Strategy ETF · ULTY | 4% | 1.30% | Tidal Investments LLC |
| 10 | Peerless Option Income Wheel ETF · WEEL cheaper | 4% | 0.99% | Tidal Investments LLC |
| 11 | Kurv High Income ETF | 4% | — | — |
| 12 | Bitwise Proficio Currency Debasement ETF cheaper | 4% | 0.96% | — |
| 13 | Cambria Global Asset Allocation ETF · GAA cheaper | 4% | 0.40% | Cambria Investment Management, L.P. |
| 14 | Cambria Trinity ETF · TRTY cheaper | 4% | 0.46% | Cambria Investment Management, L.P. |
| 15 | Arrow DWA Tactical: Balanced Fund · DWAFX, DWATX, DWANX | 4% | 2.12% | Arrow Investment Advisors, LLC |
| 16 | WESTWOOD BROADMARK TACTICAL PLUS FUND · SBTAX, SBTCX, BTPIX, SBTIX | 3% | 1.17% | Salient Advisors, L.P. |
| 17 | Leuthold Core ETF · LCR cheaper | 3% | 0.83% | Leuthold Group, LLC |
| 18 | VanEck Real Assets ETF · RAAX cheaper | 3% | 0.69% | Van Eck Absolute Return Advisers Corporation |
| 19 | Cambria Endowment Style ETF · ENDW cheaper | 3% | 0.22% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | VOYA SOLUTION INCOME PORTFOLIO · ISWAX, ISWIX, ISWSX, IJKBX cheaper | 2% | 0.68% | Voya Investments, LLC |
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