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 | Aptus International Enhanced Yield ETF · IDUB diff. adviser | 38% | 0.44% | Aptus Capital Advisors, LLC |
| 2 | PFG Global Equity Index Fund diff. adviser | 20% | 1.99% | Pacific Financial Group, LLC |
| 3 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 17% | 1.91% | AC FUNDS LLC |
| 4 | Beacon Dynamic Allocation Fund | 15% | 1.70% | — |
| 5 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 14% | 1.49% | — |
| 6 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 13% | 0.34% | Lincoln Financial Investments Corporation |
| 7 | STANDPOINT MULTI-ASSET FUND · REMIX, BLNDX diff. adviser | 7% | 1.26% | Standpoint Asset Management LLC |
| 8 | HERZFELD CREDIT INCOME FUND, INC | 7% | — | — |
| 9 | Axonic Alternative Income Fund | 7% | — | — |
| 10 | USVC Venture Capital Access Fund | 7% | — | — |
| 11 | 13D Activist Fund · DDDAX, DDDCX, DDDIX diff. adviser | 7% | 1.51% | 13D Management LLC |
| 12 | Winton Managed Futures Trend Fund · EVOAX, EVOCX, EVOIX, EVONX diff. adviser | 7% | 1.66% | Altegris Advisors, LLC |
| 13 | Oakhurst Strategic Defined Risk Fund · OASDX, OASRX diff. adviser | 7% | 1.58% | Lido Advisors, LLC |
| 14 | Axonic Strategic Income Fund diff. adviser | 7% | 1.03% | Axonic Capital LLC |
| 15 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND | 7% | 1.07% | Tidal Investments LLC |
| 16 | Return Stacked Bonds & Managed Futures ETF · RSBT | 7% | 1.02% | Tidal Investments LLC |
| 17 | Blueprint Chesapeake Multi-Asset Trend ETF · TFPN | 7% | 1.96% | Tidal Investments LLC |
| 18 | YieldMax JPM Option Income Strategy ETF · JPO | 7% | 1.04% | Tidal Investments LLC |
| 19 | YieldMax MRNA Option Income Strategy ETF · MRNY | 7% | 1.00% | Tidal Investments LLC |
| 20 | Return Stacked U.S. Stocks & Managed Futures ETF · RSST | 7% | 0.99% | Tidal Investments LLC |
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