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 | NYLI VP Hedge Multi-Strategy Portfolio | 72% | 1.08% | New York Life Investment Management LLC |
| 2 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 17% | 0.31% | Valmark Advisers, Inc. |
| 3 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 16% | 0.30% | Valmark Advisers, Inc. |
| 4 | TOPS Managed Risk Balanced ETF Portfolio cheaper diff. adviser | 15% | 0.51% | Valmark Advisers, Inc. |
| 5 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 15% | 0.62% | — |
| 6 | iShares Morningstar Multi-Asset Income ETF · IYLD cheaper diff. adviser | 13% | 0.50% | BlackRock Fund Advisors |
| 7 | TOPS Managed Risk Flex ETF Portfolio diff. adviser | 13% | 0.95% | Valmark Advisers, Inc. |
| 8 | Direxion Daily MSCI India Bull 2X Shares · INDL diff. adviser | 13% | 1.24% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Direxion Daily Energy Bull 2X Shares · ERX diff. adviser | 13% | 0.90% | RAFFERTY ASSET MANAGEMENT, LLC |
| 10 | Direxion Daily Financial Bull 3X Shares · FAS diff. adviser | 13% | 0.89% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Direxion Daily Real Estate Bull 3X Shares · DRN diff. adviser | 13% | 0.99% | RAFFERTY ASSET MANAGEMENT, LLC |
| 12 | Direxion Daily S&P 500 Bear 3X Shares · SPXS diff. adviser | 13% | 1.02% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | Direxion Daily Small Cap Bear 3X Shares · TZA diff. adviser | 13% | 0.99% | RAFFERTY ASSET MANAGEMENT, LLC |
| 14 | Direxion Daily MSCI Emerging Markets Bear 3X Shares · EDZ diff. adviser | 13% | 1.61% | RAFFERTY ASSET MANAGEMENT, LLC |
| 15 | Direxion Daily FTSE China Bear 3X Shares · YANG diff. adviser | 13% | 1.02% | RAFFERTY ASSET MANAGEMENT, LLC |
| 16 | Direxion Daily Energy Bear 2X Shares · ERY diff. adviser | 13% | 0.99% | RAFFERTY ASSET MANAGEMENT, LLC |
| 17 | Direxion Daily Financial Bear 3X Shares · FAZ diff. adviser | 13% | 1.04% | RAFFERTY ASSET MANAGEMENT, LLC |
| 18 | Direxion Daily Real Estate Bear 3X Shares · DRV diff. adviser | 13% | 1.06% | RAFFERTY ASSET MANAGEMENT, LLC |
| 19 | Direxion Daily Small Cap Bull 3X Shares · TNA diff. adviser | 13% | 1.03% | RAFFERTY ASSET MANAGEMENT, LLC |
| 20 | Direxion Daily MSCI Emerging Markets Bull 3X Shares · EDC diff. adviser | 13% | 1.08% | RAFFERTY ASSET MANAGEMENT, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.