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 | Kingsbarn Tactical Bond ETF · KDRN diff. adviser | 29% | 0.62% | Kingsbarn Capital Management, LLC |
| 2 | Monarch Ambassador Income ETF · MAMB diff. adviser | 28% | 1.26% | Kingsview Wealth Management LLC |
| 3 | FlexShares Core Select Bond Fund · BNDC cheaper diff. adviser | 24% | 0.35% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | Brookstone Intermediate Bond ETF diff. adviser | 22% | 1.03% | Brookstone Asset Management, LLC |
| 5 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 21% | 1.68% | Regents Park Funds, LLC |
| 6 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 20% | 0.08% | BlackRock Fund Advisors |
| 7 | Bluemonte Core Bond ETF · BDBT cheaper | 19% | 0.23% | — |
| 8 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 18% | 0.09% | BlackRock Fund Advisors |
| 9 | ETC Cabana Target Beta ETF · TDSB diff. adviser | 18% | 0.91% | Exchange Traded Concepts, LLC |
| 10 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 18% | 0.44% | — |
| 11 | IDX Dynamic Fixed Income ETF · DYFI diff. adviser | 17% | 1.13% | IDX Advisors, LLC |
| 12 | FIIG ESG FIXED INCOME FUND FOR RETIREMENT · QDVBX cheaper diff. adviser | 16% | 0.01% | Fisher Asset Management LLC |
| 13 | Abacus Flexible Bond Leaders ETF · ABXB | 16% | 0.62% | — |
| 14 | Ocean Park Diversified Income ETF diff. adviser | 15% | 1.03% | Ocean Park Asset Management, LLC |
| 15 | FIIG FIXED INCOME FUND FOR RETIREMENT · QDIBX cheaper diff. adviser | 15% | 0.01% | Fisher Asset Management LLC |
| 16 | AdvisorShares STAR Global Buy-Write ETF · VEGA diff. adviser | 14% | 1.25% | AdvisorShares Investments, LLC |
| 17 | Global Tactical Asset Allocation Fund · BBALX cheaper diff. adviser | 14% | 0.48% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 14% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 19 | ActivePassive Core Bond ETF · APCB cheaper | 14% | 0.36% | — |
| 20 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 13% | 1.01% | — |
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