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 | SP Funds 2040 Target Date Fund · SPTBX, SPTNX | 48% | 0.92% | ShariaPortfolio, Inc. |
| 2 | SP Funds 2050 Target Date Fund · SPTOX, SPTCX | 48% | 0.93% | ShariaPortfolio, Inc. |
| 3 | BlackRock Global Allocation Fund, Inc. cheaper diff. adviser | 2% | 0.77% | BlackRock Advisors, LLC |
| 4 | SSGA Growth and Income ETF Portfolio cheaper diff. adviser | 2% | 0.48% | Brighthouse Investment Advisers, LLC |
| 5 | SSGA Growth ETF Portfolio cheaper diff. adviser | 2% | 0.50% | Brighthouse Investment Advisers, LLC |
| 6 | MIDAS DISCOVERY · MIDSX diff. adviser | 2% | 5.98% | Midas Management Corporation |
| 7 | BNY Mellon Global Real Return Fund · DRRAX, DRRCX, DRRIX, DRRYX cheaper diff. adviser | 2% | 0.87% | BNY Mellon Investment Adviser, Inc. |
| 8 | Scharf Multi-Asset Opportunity Fund · LOGOX, LOGBX | 2% | 0.95% | — |
| 9 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 2% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 10 | AdvisorShares Q Dynamic Growth ETF · QPX diff. adviser | 2% | 1.74% | AdvisorShares Investments, LLC |
| 11 | Adaptive Alpha Opportunities ETF · AGOX diff. adviser | 2% | 1.33% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 12 | Centerstone Investors Fund · CENTX, CETAX, CENNX diff. adviser | 2% | 1.15% | Centerstone Investors, LLC |
| 13 | RH Tactical Outlook ETF · RHTX diff. adviser | 2% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 14 | WealthTrust DBS Long Term Growth ETF · WLTG cheaper diff. adviser | 2% | 0.74% | WealthTrust Asset Management, LLC |
| 15 | FundX Aggressive ETF · XNAV | 2% | 1.27% | — |
| 16 | Harbor Long-Short Equity ETF · LSEQ diff. adviser | 2% | 2.28% | Harbor Capital Advisors, Inc. |
| 17 | Hedgeye Fourth Turning ETF | 2% | — | — |
| 18 | LVIP SSGA Global Tactical Allocation Managed Volatility Fund cheaper diff. adviser | 2% | 0.60% | Lincoln Financial Investments Corporation |
| 19 | iShares Dynamic Equity Active ETF cheaper | 2% | 0.40% | — |
| 20 | Dga Core Plus Absolute Return ETF · HF | 2% | 1.70% | — |
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