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 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND · SMIDX cheaper | 51% | 1.59% | SMI Advisory Services, LLC |
| 2 | SOUND MIND INVESTING · SMIFX cheaper | 42% | 1.62% | SMI Advisory Services, LLC |
| 3 | SMI 3Fourteen REAL Asset Allocation ETF · RAA cheaper diff. adviser | 17% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 4 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX cheaper diff. adviser | 15% | 0.86% | Aristotle Investment Services, LLC |
| 5 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX cheaper diff. adviser | 14% | 0.87% | Aristotle Investment Services, LLC |
| 6 | 3EDGE Dynamic Hard Assets ETF · EDGH cheaper | 14% | 1.01% | — |
| 7 | PlanRock Alternative Growth ETF · PRAE cheaper diff. adviser | 14% | 1.49% | PlanRock Investments, LLC |
| 8 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper diff. adviser | 11% | 1.41% | Westwood Management Corp. |
| 9 | Aristotle Portfolio Optimization Moderate Fund · POCAX, POMDX, POMCX cheaper diff. adviser | 11% | 0.87% | Aristotle Investment Services, LLC |
| 10 | ClearShares OCIO ETF · OCIO cheaper diff. adviser | 10% | 0.65% | ClearShares LLC |
| 11 | Aristotle Portfolio Optimization Moderate Conservative Fund · POBAX, POBCX, PMCDX cheaper diff. adviser | 9% | 0.85% | Aristotle Investment Services, LLC |
| 12 | Main Buywrite ETF · BUYW cheaper diff. adviser | 9% | 0.99% | Main Management Fund Advisors, LLC |
| 13 | PMV Adaptive Risk Parity ETF · ARP cheaper diff. adviser | 9% | 1.42% | PMV Capital Advisers LLC |
| 14 | APPLESEED FUND · APPLX, APPIX cheaper diff. adviser | 8% | 1.02% | Pekin Hardy Strauss Inc |
| 15 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 7% | 1.74% | Potomac Fund Management, Inc. |
| 16 | TFA AlphaGen Growth Fund · TFAGX diff. adviser | 7% | 2.44% | Tactical Fund Advisors, LLC |
| 17 | Aptus Large Cap Enhanced Yield ETF · DUBS cheaper diff. adviser | 7% | 0.41% | Aptus Capital Advisors, LLC |
| 18 | Global X U.S. 500 Income Edge ETF cheaper | 7% | 0.00% | — |
| 19 | Cambria Global Asset Allocation ETF · GAA cheaper diff. adviser | 6% | 0.40% | Cambria Investment Management, L.P. |
| 20 | AlphaCentric Symmetry Strategy Fund · SYMIX, SYMAX, SYMCX diff. adviser | 6% | 1.72% | AlphaCentric Advisors LLC |
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