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 | F/m Compoundr High Yield Bond ETF cheaper | 50% | 0.31% | — |
| 2 | Brookstone Yield ETF diff. adviser | 41% | 1.46% | Brookstone Asset Management, LLC |
| 3 | Toews Tactical Income Fund · THHYX | 35% | 1.37% | Toews Corporation |
| 4 | Ocean Park Tactical Bond Fund diff. adviser | 27% | 1.61% | Ocean Park Asset Management, LLC |
| 5 | Ocean Park High Income ETF diff. adviser | 26% | 1.07% | Ocean Park Asset Management, LLC |
| 6 | AMT Enhanced Fixed Income Fund · AAEZX cheaper diff. adviser | 25% | 0.76% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | Horizon Flexible Income ETF · FLXN cheaper diff. adviser | 25% | 0.82% | HORIZON INVESTMENTS LLC. |
| 8 | Xtrackers Risk Managed USD High Yield Strategy ETF · HYRM cheaper diff. adviser | 25% | 0.30% | DBX Advisors LLC |
| 9 | Toews Unconstrained Income Fund · TUIFX | 25% | 1.48% | Toews Corporation |
| 10 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX diff. adviser | 24% | 1.66% | Kensington Asset Management, LLC |
| 11 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 22% | 1.12% | HORIZON INVESTMENTS LLC. |
| 12 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 20% | 2.03% | AC FUNDS LLC |
| 13 | Cambria Fixed Income Trend ETF · CFIT cheaper diff. adviser | 19% | 0.50% | Cambria Investment Management, L.P. |
| 14 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 18% | 0.13% | BlackRock Fund Advisors |
| 15 | Calamos Nasdaq Equity & Income ETF cheaper diff. adviser | 15% | 0.94% | Calamos Advisors LLC |
| 16 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 15% | 0.40% | AssetMark Inc. |
| 17 | iShares Morningstar Multi-Asset Income ETF · IYLD cheaper diff. adviser | 13% | 0.50% | BlackRock Fund Advisors |
| 18 | Madison Diversified Income Fund · MBLAX, MBLCX diff. adviser | 11% | 1.13% | Madison Asset Management, LLC |
| 19 | Ocean Park Diversified Income ETF diff. adviser | 11% | 1.03% | Ocean Park Asset Management, LLC |
| 20 | Diversified Income Fund cheaper diff. adviser | 10% | 0.75% | Madison Asset Management, LLC |
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