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 | NORTH SQUARE SPECTRUM ALPHA FUND · ORIGX, ORIYX | 21% | 2.06% | North Square Investments, LLC |
| 2 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 19% | 0.26% | Jackson National Asset Management, LLC |
| 3 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 16% | 0.27% | Jackson National Asset Management, LLC |
| 4 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX | 16% | 1.44% | North Square Investments, LLC |
| 5 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 15% | 0.32% | Lincoln Financial Investments Corporation |
| 6 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 15% | 1.91% | AC FUNDS LLC |
| 7 | PFG Global Equity Index Fund diff. adviser | 15% | 1.99% | Pacific Financial Group, LLC |
| 8 | Dga Core Plus Absolute Return ETF · HF | 15% | 1.70% | — |
| 9 | Bluemonte Large Cap Core ETF · BLUC cheaper | 13% | 0.23% | — |
| 10 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND cheaper diff. adviser | 13% | 1.07% | Tidal Investments LLC |
| 11 | Alexis Practical Tactical ETF · LEXI cheaper diff. adviser | 12% | 1.00% | Alexis Investment Partners, LLC |
| 12 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX diff. adviser | 12% | 1.72% | Howard Capital Management, Inc. |
| 13 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 12% | 1.81% | — |
| 14 | Frontier Asset U.S. Large Cap Equity ETF · FLCE cheaper diff. adviser | 12% | 0.86% | Frontier Asset Management, LLC |
| 15 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 11% | 0.27% | Jackson National Asset Management, LLC |
| 16 | AdvisorShares STAR Global Buy-Write ETF · VEGA cheaper diff. adviser | 10% | 1.25% | AdvisorShares Investments, LLC |
| 17 | ClearShares OCIO ETF · OCIO cheaper diff. adviser | 10% | 0.65% | ClearShares LLC |
| 18 | Advisors Capital Growth Fund · ACGRX diff. adviser | 10% | 1.96% | AC FUNDS LLC |
| 19 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 9% | 0.64% | Transamerica Asset Management, Inc. |
| 20 | Dynamic Alpha Macro Fund | 9% | 1.81% | — |
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