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 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 28% | 1.97% | RESQ Investment Partners, LLC |
| 2 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 18% | 1.63% | Advisors Preferred, LLC |
| 3 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper diff. adviser | 18% | 1.73% | Howard Capital Management, Inc. |
| 4 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX cheaper diff. adviser | 18% | 1.72% | Howard Capital Management, Inc. |
| 5 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 18% | — | Potomac Fund Management, Inc. |
| 6 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 18% | 0.62% | Kingsbarn Capital Management, LLC |
| 7 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 18% | 1.97% | Howard Capital Management, Inc. |
| 8 | MKAM ETF · MKAM cheaper diff. adviser | 18% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | Tactical Advantage ETF cheaper diff. adviser | 18% | 0.78% | Tidal Investments LLC |
| 10 | Brookstone Opportunities ETF cheaper diff. adviser | 18% | 1.06% | Brookstone Asset Management, LLC |
| 11 | Brookstone Ultra-Short Bond ETF cheaper diff. adviser | 18% | 1.05% | Brookstone Asset Management, LLC |
| 12 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 17% | 0.79% | — |
| 13 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 16% | 1.39% | Howard Capital Management, Inc. |
| 14 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX cheaper diff. adviser | 16% | 1.74% | Potomac Fund Management, Inc. |
| 15 | Alexis Practical Tactical ETF · LEXI cheaper diff. adviser | 13% | 1.00% | Alexis Investment Partners, LLC |
| 16 | OnTrack Core Fund · OTRFX, OTRGX diff. adviser | 10% | 3.38% | Advisors Preferred, LLC |
| 17 | Twin Oak Active Opportunities ETF · TSPX cheaper diff. adviser | 9% | 1.01% | Twin Oak ETF Company |
| 18 | Vident U.S. Bond Strategy ETF · VBND cheaper diff. adviser | 9% | 0.41% | Vident Asset Management |
| 19 | Rareview Dynamic Fixed Income ETF · RDFI | 9% | 4.23% | — |
| 20 | Atlas America Fund · USAF cheaper diff. adviser | 8% | 0.89% | Atlas Capital Team, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.