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 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX cheaper diff. adviser | 39% | 1.97% | Howard Capital Management, Inc. |
| 2 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX cheaper diff. adviser | 31% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 3 | Ocean Park Tactical Bond Fund cheaper diff. adviser | 27% | 1.61% | Ocean Park Asset Management, LLC |
| 4 | Toews Unconstrained Income Fund · TUIFX cheaper diff. adviser | 25% | 1.48% | Toews Corporation |
| 5 | Monarch Ambassador Income ETF · MAMB cheaper diff. adviser | 22% | 1.26% | Kingsview Wealth Management LLC |
| 6 | AlphaDroid Defensive Sector Rotation ETF · EZRO cheaper diff. adviser | 21% | 1.20% | Teucrium Investment Advisors, LLC |
| 7 | iShares Interest Rate Hedged High Yield Bond ETF · HYGH cheaper diff. adviser | 17% | 0.52% | BlackRock Fund Advisors |
| 8 | iShares High Yield Corporate Bond BuyWrite Strategy ETF · HYGW cheaper diff. adviser | 17% | 0.69% | BlackRock Fund Advisors |
| 9 | Optima Strategic Credit Fund · OSCFX, OPTCX cheaper | 17% | 1.98% | — |
| 10 | LHA Risk-Managed Income ETF · RMIF cheaper diff. adviser | 17% | 1.68% | Little Harbor Advisors, LLC |
| 11 | Counterpoint High Yield Trend ETF · HYTR cheaper diff. adviser | 15% | 0.88% | Counterpoint Mutual Funds, LLC |
| 12 | Adaptive Hedged Multi-Asset Income ETF · AMAX cheaper diff. adviser | 15% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 13 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX cheaper diff. adviser | 15% | 1.12% | HORIZON INVESTMENTS LLC. |
| 14 | Atac Credit Rotation ETF · JOJO cheaper diff. adviser | 15% | 1.24% | Tidal Investments LLC |
| 15 | Tactical Growth Allocation Fund · TFAFX cheaper | 14% | 2.64% | Tactical Fund Advisors, LLC |
| 16 | JNL Moderate ETF Allocation Fund cheaper diff. adviser | 14% | 0.52% | Jackson National Asset Management, LLC |
| 17 | Bluemonte Diversified Income ETF · BLUI cheaper | 14% | 0.75% | — |
| 18 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW cheaper diff. adviser | 14% | 0.35% | BlackRock Fund Advisors |
| 19 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP cheaper | 14% | 0.39% | — |
| 20 | AlphaDroid Broad Markets Momentum ETF · EZMO cheaper diff. adviser | 14% | 0.94% | Teucrium Investment Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.