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 | TOPS Aggressive Growth ETF Portfolio cheaper | 49% | 0.29% | Valmark Advisers, Inc. |
| 2 | Popular Total Return Fund Inc. cheaper | 47% | 1.62% | Popular Asset Management LLC |
| 3 | TOPS Growth ETF Portfolio cheaper | 42% | 0.30% | Valmark Advisers, Inc. |
| 4 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper | 39% | 0.28% | Empower Capital Management, LLC |
| 5 | TOPS Managed Risk Growth ETF Portfolio cheaper | 38% | 0.50% | Valmark Advisers, Inc. |
| 6 | PMV Adaptive Risk Parity ETF · ARP cheaper | 38% | 1.42% | PMV Capital Advisers LLC |
| 7 | CVT Volatility Managed Growth Portfolio cheaper | 37% | 0.91% | Calvert Research and Management |
| 8 | TOPS Moderate Growth ETF Portfolio cheaper | 35% | 0.29% | Valmark Advisers, Inc. |
| 9 | CVT Volatility Managed Moderate Growth Portfolio cheaper | 32% | 0.89% | Calvert Research and Management |
| 10 | TOPS Managed Risk Moderate Growth ETF Portfolio cheaper | 32% | 0.50% | Valmark Advisers, Inc. |
| 11 | LVIP Vanguard International Equity ETF Fund cheaper | 28% | 0.34% | Lincoln Financial Investments Corporation |
| 12 | Ironclad Managed Risk Fund · IRONX cheaper | 27% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 13 | VanEck Long/Flat Trend ETF · LFEQ cheaper | 27% | 0.58% | Van Eck Associates Corporation |
| 14 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX cheaper | 27% | 1.80% | Abbey Capital Limited |
| 15 | Cargile Fund · CFNDX cheaper | 27% | 1.80% | CARGILE INVESTMENT MANAGEMENT, INC. |
| 16 | Overlay Shares Large Cap Equity ETF · OVL cheaper | 27% | 0.79% | — |
| 17 | Overlay Shares Hedged Large Cap Equity ETF · OVLH cheaper | 27% | 0.80% | — |
| 18 | PFG US Equity Index Fund cheaper | 27% | 2.00% | Pacific Financial Group, LLC |
| 19 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX cheaper | 27% | 2.08% | Rational Advisors, Inc. |
| 20 | Twin Oak Active Opportunities ETF · TSPX cheaper | 27% | 1.01% | Twin Oak ETF Company |
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