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 | Beacon Selective Risk ETF cheaper | 29% | 1.09% | Beacon Capital Management, Inc. |
| 2 | Beacon Tactical Risk ETF cheaper | 29% | 1.08% | Beacon Capital Management, Inc. |
| 3 | Northern Trust US Equity ETF cheaper | 24% | 0.12% | — |
| 4 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper | 24% | 1.41% | Westwood Management Corp. |
| 5 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 17% | 1.81% | — |
| 6 | Timber Point Global Allocations Fund · CGHAX, CGHIX | 16% | 2.18% | Timber Point Capital Management |
| 7 | Sector Rotation Fund · NAVFX | 16% | 2.04% | Grimaldi Portfolio Solutions, Inc. |
| 8 | Day Hagan Smart Sector ETF · SSUS cheaper | 16% | 0.77% | Day Hagan Asset Management |
| 9 | Tactical Dividend & Momentum Fund · HTDAX, HTDCX, HTDIX, HTDRX | 14% | 1.62% | Hanlon Investment Management, Inc. |
| 10 | PeakShares Sector Rotation ETF cheaper | 13% | 1.07% | PeakShares, LLC |
| 11 | THOR Low Volatility ETF · THLV cheaper | 12% | 0.64% | THOR Financial Technologies, LLC |
| 12 | GGM Macro Alignment ETF · GGM cheaper | 12% | 0.94% | Waverly Advisors, LLC |
| 13 | Efficient Market Portfolio Plus ETF · EMPB | 12% | 2.21% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | WEBs Utilities XLU Defined Volatility ETF cheaper | 12% | 0.89% | WEBs Investments Inc. |
| 15 | State Street(R) Utilities Select Sector SPDR(R) Premium Income ETF · XLUI cheaper | 12% | 0.35% | SSGA Funds Management, Inc. |
| 16 | Symmetry Panoramic Sector Momentum ETF · SMOM cheaper | 12% | 0.63% | — |
| 17 | WESTWOOD BROADMARK TACTICAL PLUS FUND · SBTAX, SBTCX, BTPIX, SBTIX cheaper | 12% | 1.17% | Salient Advisors, L.P. |
| 18 | SSGA Growth and Income ETF Portfolio cheaper | 12% | 0.48% | Brighthouse Investment Advisers, LLC |
| 19 | SSGA Growth ETF Portfolio cheaper | 12% | 0.50% | Brighthouse Investment Advisers, LLC |
| 20 | Monetta Young Investor Growth Fund · MYIFX cheaper | 12% | 1.48% | Monetta Financial Services Inc |
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