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 | Hedgeye Fourth Turning ETF | 21% | — | — |
| 2 | State Street(R)Income Allocation ETF · INKM | 13% | 0.50% | SSGA Funds Management, Inc. |
| 3 | State Street(R) Global Allocation ETF · GAL cheaper | 12% | 0.35% | SSGA Funds Management, Inc. |
| 4 | State Street Target Retirement 2025 Fund · SSBRX, SSBSX, SSAHX cheaper | 11% | 0.09% | SSGA Funds Management, Inc. |
| 5 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper | 11% | 0.09% | SSGA Funds Management, Inc. |
| 6 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 10% | 1.74% | Potomac Fund Management, Inc. |
| 7 | Virtus Duff & Phelps Real Asset Fund · PDPAX, PDPCX, VADIX, VAABX | 8% | 1.03% | — |
| 8 | State Street Target Retirement 2030 Fund · SSBWX, SSBYX, SSAJX cheaper | 8% | 0.09% | SSGA Funds Management, Inc. |
| 9 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX diff. adviser | 8% | 1.41% | Westwood Management Corp. |
| 10 | Cambria Endowment Style ETF · ENDW cheaper diff. adviser | 8% | 0.22% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | VanEck Real Assets ETF · RAAX diff. adviser | 7% | 0.69% | Van Eck Absolute Return Advisers Corporation |
| 12 | Hedgeye Capital Allocation ETF · HECA diff. adviser | 7% | 1.30% | Hedgeye Asset Management, LLC |
| 13 | Cambria Trinity ETF · TRTY cheaper diff. adviser | 7% | 0.46% | Cambria Investment Management, L.P. |
| 14 | THOR Low Volatility ETF · THLV diff. adviser | 6% | 0.64% | THOR Financial Technologies, LLC |
| 15 | State Street(R) Energy Select Sector SPDR(R) Premium Income ETF · XLEI cheaper | 6% | 0.35% | SSGA Funds Management, Inc. |
| 16 | State Street(R) US Sector Rotation ETF · XLSR | 6% | 0.70% | SSGA Funds Management, Inc. |
| 17 | Cambria Global Asset Allocation ETF · GAA cheaper diff. adviser | 5% | 0.40% | Cambria Investment Management, L.P. |
| 18 | ALPS Equal Sector Weight ETF · EQL cheaper diff. adviser | 5% | 0.27% | ALPS Advisors, Inc. |
| 19 | Dynamic US Opportunity Fund · ICSIX, ICSNX, SROAX diff. adviser | 5% | 1.36% | Innealta Capital, LLC |
| 20 | Quantified Market Leaders Fund · QMLFX, QMLAX | 5% | 1.53% | — |
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