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 | DF Tactical Yield Fund · FLOAX, FLOCX, FLOTX diff. adviser | 22% | 1.92% | Donoghue Forlines LLC |
| 2 | FAIRLEAD TACTICAL SECTOR ETF · TACK cheaper diff. adviser | 16% | 0.70% | Cary Street Partners Asset Management LLC |
| 3 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 15% | 1.97% | RESQ Investment Partners, LLC |
| 4 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 12% | 0.49% | — |
| 5 | 3EDGE Dynamic Hard Assets ETF · EDGH | 12% | 1.01% | — |
| 6 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 11% | 0.31% | Valmark Advisers, Inc. |
| 7 | Sarmaya Thematic ETF · LENS cheaper diff. adviser | 11% | 0.79% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 10% | 0.60% | WisdomTree Asset Management, Inc. |
| 9 | AXS Tactical Income Fund · TINAX, TINIX | 10% | 1.91% | — |
| 10 | Morningstar Defensive Bond Fund · MSTBX cheaper diff. adviser | 10% | 0.52% | Morningstar Investment Management LLC |
| 11 | Myriad Dynamic Asset Allocation ETF · MDAA | 9% | 0.97% | — |
| 12 | DWS Global Macro Fund · DBISX, DBICX, DBIVX, MGINX, DBIWX cheaper diff. adviser | 9% | 0.87% | DWS Investment Management Americas, Inc. |
| 13 | Rpar Risk Parity ETF · RPAR cheaper diff. adviser | 9% | 0.51% | Tidal Investments LLC |
| 14 | Upar Ultra Risk Parity ETF · UPAR cheaper diff. adviser | 9% | 0.65% | Tidal Investments LLC |
| 15 | STKd 100% Bitcoin & 100% Gold ETF · BTGD diff. adviser | 9% | 1.05% | Tidal Investments LLC |
| 16 | Monarch Ambassador Income ETF · MAMB diff. adviser | 9% | 1.26% | Kingsview Wealth Management LLC |
| 17 | Harbor Multi-Asset Explorer ETF · MAPP cheaper diff. adviser | 9% | 0.80% | Harbor Capital Advisors, Inc. |
| 18 | BlackRock LifePath Dynamic 2030 Fund · LPRDX, STLDX, LPSDX, LPRNX, LPCNX cheaper diff. adviser | 8% | 0.34% | BlackRock Fund Advisors |
| 19 | BlackRock LifePath Dynamic Retirement Fund · LPRAX, STLAX, LPSAX, LPRRX, LPCRX cheaper diff. adviser | 8% | 0.34% | BlackRock Fund Advisors |
| 20 | BlackRock LifePath Index Retirement Fund cheaper diff. adviser | 8% | 0.09% | BlackRock Fund Advisors |
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