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 | Avantis All Equity Markets Value ETF · AVGV cheaper | 21% | 0.26% | — |
| 2 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper diff. adviser | 18% | 1.41% | Westwood Management Corp. |
| 3 | Avantis All International Markets Equity ETF · AVNM cheaper | 15% | 0.31% | — |
| 4 | Avantis All International Markets Value ETF · AVNV cheaper | 15% | 0.34% | — |
| 5 | SMI MULTI-STRATEGY FUND · SMILX diff. adviser | 14% | 1.71% | SMI Advisory Services, LLC |
| 6 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 13% | 1.74% | Potomac Fund Management, Inc. |
| 7 | ALPS Equal Sector Weight ETF · EQL cheaper diff. adviser | 13% | 0.27% | ALPS Advisors, Inc. |
| 8 | Dynamic US Opportunity Fund · ICSIX, ICSNX, SROAX cheaper diff. adviser | 13% | 1.36% | Innealta Capital, LLC |
| 9 | THOR Low Volatility ETF · THLV cheaper diff. adviser | 13% | 0.64% | THOR Financial Technologies, LLC |
| 10 | ARMOR Core Risk-Managed ETF · RMRC cheaper | 13% | 0.58% | — |
| 11 | Unlimited Hfeq Equity Long/short ETF · HFEQ cheaper diff. adviser | 12% | 0.96% | Tidal Investments LLC |
| 12 | Peerless Option Income Wheel ETF · WEEL cheaper diff. adviser | 11% | 0.99% | Tidal Investments LLC |
| 13 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX cheaper diff. adviser | 11% | 0.86% | Aristotle Investment Services, LLC |
| 14 | State Street(R) US Sector Rotation ETF · XLSR cheaper diff. adviser | 11% | 0.70% | SSGA Funds Management, Inc. |
| 15 | 3EDGE Dynamic US Equity ETF · EDGU cheaper | 11% | 0.91% | — |
| 16 | Tactical Dividend & Momentum Fund · HTDAX, HTDCX, HTDIX, HTDRX diff. adviser | 10% | 1.62% | Hanlon Investment Management, Inc. |
| 17 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX cheaper diff. adviser | 10% | 0.87% | Aristotle Investment Services, LLC |
| 18 | Aristotle Portfolio Optimization Moderate Fund · POCAX, POMDX, POMCX cheaper diff. adviser | 10% | 0.87% | Aristotle Investment Services, LLC |
| 19 | Quantified Market Leaders Fund · QMLFX, QMLAX | 10% | 1.53% | — |
| 20 | FundX Aggressive ETF · XNAV cheaper | 10% | 1.27% | — |
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