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 | LVIP American Funds Vanguard Active Passive Growth Fund cheaper diff. adviser | 20% | 0.63% | Lincoln Financial Investments Corporation |
| 2 | Monarch Ambassador Income ETF · MAMB diff. adviser | 15% | 1.26% | Kingsview Wealth Management LLC |
| 3 | Rareview Systematic Equity ETF · RSEE | 15% | 2.77% | — |
| 4 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX diff. adviser | 15% | 1.42% | Kensington Asset Management, LLC |
| 5 | MIG Core ETF · MIGO cheaper | 15% | 0.45% | — |
| 6 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 14% | 1.97% | RESQ Investment Partners, LLC |
| 7 | Adaptive Hedged Multi-Asset Income ETF · AMAX diff. adviser | 12% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 8 | TFA Tactical Income Fund · TFAZX diff. adviser | 12% | 2.69% | Tactical Fund Advisors, LLC |
| 9 | Atac Credit Rotation ETF · JOJO diff. adviser | 12% | 1.24% | Tidal Investments LLC |
| 10 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW cheaper diff. adviser | 12% | 0.35% | BlackRock Fund Advisors |
| 11 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP cheaper | 12% | 0.39% | — |
| 12 | AlphaDroid Broad Markets Momentum ETF · EZMO cheaper diff. adviser | 12% | 0.94% | Teucrium Investment Advisors, LLC |
| 13 | AlphaDroid Defensive Sector Rotation ETF · EZRO cheaper diff. adviser | 12% | 1.20% | Teucrium Investment Advisors, LLC |
| 14 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 12% | 0.30% | Valmark Advisers, Inc. |
| 15 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 12% | 0.29% | Valmark Advisers, Inc. |
| 16 | TOPS Managed Risk Moderate Growth ETF Portfolio cheaper diff. adviser | 12% | 0.50% | Valmark Advisers, Inc. |
| 17 | TOPS Managed Risk Flex ETF Portfolio cheaper diff. adviser | 12% | 0.95% | Valmark Advisers, Inc. |
| 18 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 12% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 19 | Lazard Real Assets Portfolio · RALIX, RALOX, RALYX cheaper | 12% | 0.79% | Lazard Asset Management LLC |
| 20 | AVIP Constellation Managed Risk Moderate Growth Portfolio cheaper diff. adviser | 11% | 0.65% | CONSTELLATION INVESTMENTS INC |
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