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 | State Street(R) Fixed Income Sector Rotation ETF · FISR cheaper diff. adviser | 45% | 0.50% | SSGA Funds Management, Inc. |
| 2 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper diff. adviser | 20% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX diff. adviser | 19% | 1.75% | Donoghue Forlines LLC |
| 4 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX diff. adviser | 19% | 1.92% | Donoghue Forlines LLC |
| 5 | FAIRLEAD TACTICAL SECTOR ETF · TACK cheaper diff. adviser | 16% | 0.70% | Cary Street Partners Asset Management LLC |
| 6 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper diff. adviser | 16% | 0.09% | SSGA Funds Management, Inc. |
| 7 | DF Tactical Allocation Fund · GTAAX, GLACX, GTAIX diff. adviser | 15% | 1.72% | Donoghue Forlines LLC |
| 8 | State Street(R)Income Allocation ETF · INKM cheaper diff. adviser | 10% | 0.50% | SSGA Funds Management, Inc. |
| 9 | Bluemonte Core Bond ETF · BDBT cheaper | 10% | 0.23% | — |
| 10 | GGM Macro Alignment ETF · GGM diff. adviser | 10% | 0.94% | Waverly Advisors, LLC |
| 11 | Atac Rotation Fund diff. adviser | 10% | — | Tidal Investments LLC |
| 12 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 10% | 0.27% | Jackson National Asset Management, LLC |
| 13 | State Street Target Retirement 2070 Fund · SSGUX, SSGQX, SSGNX cheaper diff. adviser | 10% | 0.09% | SSGA Funds Management, Inc. |
| 14 | State Street Target Retirement 2065 Fund · SSFJX, SSFKX, SSFPX cheaper diff. adviser | 10% | 0.09% | SSGA Funds Management, Inc. |
| 15 | State Street Target Retirement 2060 Fund · SSDWX, SSDYX, SSAYX cheaper diff. adviser | 10% | 0.09% | SSGA Funds Management, Inc. |
| 16 | State Street Target Retirement 2055 Fund · SSDOX, SSDQX, SSAWX cheaper diff. adviser | 9% | 0.09% | SSGA Funds Management, Inc. |
| 17 | State Street Target Retirement 2050 Fund · SSDJX, SSDLX, SSAUX cheaper diff. adviser | 9% | 0.09% | SSGA Funds Management, Inc. |
| 18 | State Street Target Retirement 2045 Fund · SSDDX, SSDEX, SSAOX cheaper diff. adviser | 9% | 0.09% | SSGA Funds Management, Inc. |
| 19 | State Street Target Retirement 2040 Fund · SSCNX, SSCQX, SSAKX cheaper diff. adviser | 9% | 0.09% | SSGA Funds Management, Inc. |
| 20 | Calamos Nasdaq Equity & Income ETF diff. adviser | 9% | 0.94% | Calamos Advisors LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.