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 diff. adviser | 80% | 1.24% | Tidal Investments LLC |
| 2 | Amplify TLT U.S. Treasury 12% Option Income ETF · TLTP | 73% | 0.39% | — |
| 3 | AlphaDroid Broad Markets Momentum ETF · EZMO diff. adviser | 33% | 0.94% | Teucrium Investment Advisors, LLC |
| 4 | Adaptive Hedged Multi-Asset Income ETF · AMAX diff. adviser | 25% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 5 | TFA Tactical Income Fund · TFAZX diff. adviser | 14% | 2.69% | Tactical Fund Advisors, LLC |
| 6 | AlphaDroid Defensive Sector Rotation ETF · EZRO diff. adviser | 12% | 1.20% | Teucrium Investment Advisors, LLC |
| 7 | Lazard Opportunistic Strategies Portfolio · LCAIX, LCAOX, RLCPX diff. adviser | 12% | 1.22% | Lazard Asset Management LLC |
| 8 | FlexShares Core Select Bond Fund · BNDC diff. adviser | 11% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Relative Sentiment Tactical Allocation ETF · MOOD diff. adviser | 10% | 0.73% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 9% | 1.97% | RESQ Investment Partners, LLC |
| 11 | Conservative Allocation Fund · FLRUX, IFAIX, IFAAX diff. adviser | 6% | 1.20% | Meeder Asset Management, Inc. |
| 12 | Monarch Ambassador Income ETF · MAMB diff. adviser | 6% | 1.26% | Kingsview Wealth Management LLC |
| 13 | Moderate Allocation Fund · FLDOX, DVOAX, DVOIX diff. adviser | 5% | 1.18% | Meeder Asset Management, Inc. |
| 14 | Arrow DWA Tactical: Balanced Fund · DWAFX, DWATX, DWANX diff. adviser | 5% | 2.12% | Arrow Investment Advisors, LLC |
| 15 | Quantified Managed Income Fund · QBDSX, QBDAX | 4% | 1.60% | — |
| 16 | Anydrus Advantage ETF · NDOW diff. adviser | 3% | 2.15% | Collaborative Fund Advisors |
| 17 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX diff. adviser | 3% | 1.45% | Ocean Park Asset Management, LLC |
| 18 | Balanced Fund · FLDFX, BLNIX, BLNAX diff. adviser | 3% | 1.13% | Meeder Asset Management, Inc. |
| 19 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 3% | 1.12% | HORIZON INVESTMENTS LLC. |
| 20 | Ocean Park Tactical Risk Spectrum 30 Fund diff. adviser | 2% | 1.77% | Ocean Park Asset Management, LLC |
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