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 | Atac Credit Rotation ETF · JOJO | 73% | 1.24% | Tidal Investments LLC |
| 2 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · TLTW cheaper | 73% | 0.35% | BlackRock Fund Advisors |
| 3 | AlphaDroid Broad Markets Momentum ETF · EZMO | 33% | 0.94% | Teucrium Investment Advisors, LLC |
| 4 | LifeX 2060 Longevity Income ETF cheaper | 27% | 0.25% | Stone Ridge Asset Management LLC |
| 5 | LifeX Durable Income ETF cheaper | 27% | 0.25% | Stone Ridge Asset Management LLC |
| 6 | LifeX 2065 Longevity Income ETF cheaper | 27% | 0.25% | Stone Ridge Asset Management LLC |
| 7 | Adaptive Hedged Multi-Asset Income ETF · AMAX | 25% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 8 | iShares iBonds Dec 2054 Term Treasury ETF · IBGK cheaper | 24% | 0.07% | BlackRock Fund Advisors |
| 9 | TFA Tactical Income Fund · TFAZX | 14% | 2.69% | Tactical Fund Advisors, LLC |
| 10 | AlphaDroid Defensive Sector Rotation ETF · EZRO | 12% | 1.20% | Teucrium Investment Advisors, LLC |
| 11 | Lazard Opportunistic Strategies Portfolio · LCAIX, LCAOX, RLCPX | 12% | 1.22% | Lazard Asset Management LLC |
| 12 | FlexShares Core Select Bond Fund · BNDC cheaper | 11% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | Relative Sentiment Tactical Allocation ETF · MOOD | 10% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX | 9% | 1.97% | RESQ Investment Partners, LLC |
| 15 | Conservative Allocation Fund · FLRUX, IFAIX, IFAAX | 6% | 1.20% | Meeder Asset Management, Inc. |
| 16 | Monarch Ambassador Income ETF · MAMB | 6% | 1.26% | Kingsview Wealth Management LLC |
| 17 | Moderate Allocation Fund · FLDOX, DVOAX, DVOIX | 5% | 1.18% | Meeder Asset Management, Inc. |
| 18 | Arrow DWA Tactical: Balanced Fund · DWAFX, DWATX, DWANX | 5% | 2.12% | Arrow Investment Advisors, LLC |
| 19 | iShares 20+ Year Treasury Bond ETF · TLT cheaper | 4% | 0.15% | BlackRock Fund Advisors |
| 20 | Carillon Reams Core Plus Bond Fund · SCPDX, SCPEX, SCPZX, SCPWX cheaper | 4% | 0.06% | Carillon Tower Advisers, Inc. |
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