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 | Potomac Tactical Rotation Fund · CRTBX, SDTRX | 40% | — | Potomac Fund Management, Inc. |
| 2 | Potomac Defensive Bull Fund · CRDBX, SDDBX cheaper | 20% | 1.39% | Potomac Fund Management, Inc. |
| 3 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper diff. adviser | 19% | 1.73% | Howard Capital Management, Inc. |
| 4 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 19% | 1.39% | Howard Capital Management, Inc. |
| 5 | Lincoln Partners Group Royalty Fund | 17% | — | — |
| 6 | CAZ GP Stakes Fund | 17% | — | — |
| 7 | Transamerica ProFund UltraBear VP cheaper diff. adviser | 17% | 0.98% | Transamerica Asset Management, Inc. |
| 8 | State Street(R)Income Allocation ETF · INKM cheaper diff. adviser | 17% | 0.50% | SSGA Funds Management, Inc. |
| 9 | SA Goldman Sachs Multi-Asset Insights Portfolio cheaper diff. adviser | 17% | 0.87% | SunAmerica Asset Management, LLC |
| 10 | Potomac Managed Volatility Fund · CRMVX, SDMVX cheaper | 17% | 1.66% | Potomac Fund Management, Inc. |
| 11 | SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · CERY cheaper diff. adviser | 17% | 0.28% | SSGA Funds Management, Inc. |
| 12 | SPDR Bridgewater All Weather ETF · ALLW cheaper diff. adviser | 17% | 0.85% | SSGA Funds Management, Inc. |
| 13 | Columbia Core Plus Bond ETF · CRXP cheaper | 17% | 0.38% | — |
| 14 | Apollo S3 Private Markets Fund | 17% | — | — |
| 15 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 16% | 1.63% | Advisors Preferred, LLC |
| 16 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX cheaper diff. adviser | 16% | 1.72% | Howard Capital Management, Inc. |
| 17 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 16% | 0.62% | Kingsbarn Capital Management, LLC |
| 18 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 16% | 1.97% | Howard Capital Management, Inc. |
| 19 | MKAM ETF · MKAM cheaper diff. adviser | 16% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Tactical Advantage ETF cheaper diff. adviser | 16% | 0.78% | Tidal Investments LLC |
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