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 | Tactical Dividend & Momentum Fund · HTDAX, HTDCX, HTDIX, HTDRX diff. adviser | 46% | 1.62% | Hanlon Investment Management, Inc. |
| 2 | Main Buywrite ETF · BUYW diff. adviser | 38% | 0.99% | Main Management Fund Advisors, LLC |
| 3 | Swan Defined Risk Fund · SDRAX, SDRCX, SDRIX diff. adviser | 37% | 1.25% | Swan Capital Management, LLC |
| 4 | Main Sector Rotation ETF · SECT cheaper diff. adviser | 28% | 0.73% | Main Management ETF Advisors, LLC |
| 5 | FAIRLEAD TACTICAL SECTOR ETF · TACK cheaper diff. adviser | 27% | 0.70% | Cary Street Partners Asset Management LLC |
| 6 | ARMOR Core Risk-Managed ETF · RMRC cheaper | 27% | 0.58% | — |
| 7 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 26% | 0.70% | AllianceBernstein L.P. |
| 8 | PeakShares Sector Rotation ETF diff. adviser | 26% | 1.07% | PeakShares, LLC |
| 9 | MML Blend Fund cheaper diff. adviser | 26% | 0.50% | MML Investment Advisers, LLC |
| 10 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 11 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 12 | Ironclad Managed Risk Fund · IRONX diff. adviser | 26% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 13 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP cheaper diff. adviser | 26% | 0.60% | Transamerica Asset Management, Inc. |
| 14 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 26% | 0.59% | Transamerica Asset Management, Inc. |
| 15 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP cheaper diff. adviser | 26% | 0.58% | Transamerica Asset Management, Inc. |
| 16 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 26% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 17 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 26% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 18 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 26% | 0.39% | Lincoln Financial Investments Corporation |
| 19 | Return Stacked Balanced Allocation & Systematic Macro Fund · RDMAX, RDMCX, RDMIX diff. adviser | 26% | 2.01% | Rational Advisors, Inc. |
| 20 | Agility Shares Managed Risk ETF · MRSK diff. adviser | 26% | 0.95% | Toews Corporation |
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