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 | FundX Conservative ETF · XRLX | 53% | 1.20% | — |
| 2 | FundX Aggressive ETF · XNAV | 37% | 1.27% | — |
| 3 | Advisors Capital Growth Fund · ACGRX | 24% | 1.96% | AC FUNDS LLC |
| 4 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND cheaper | 13% | 1.07% | Tidal Investments LLC |
| 5 | LVIP Vanguard Domestic Equity ETF Fund cheaper | 12% | 0.32% | Lincoln Financial Investments Corporation |
| 6 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX | 12% | 1.44% | North Square Investments, LLC |
| 7 | Advisors Capital Active All Cap Fund · ACALX | 12% | 1.91% | AC FUNDS LLC |
| 8 | PFG Global Equity Index Fund | 12% | 1.99% | Pacific Financial Group, LLC |
| 9 | Bluemonte Large Cap Core ETF · BLUC cheaper | 12% | 0.23% | — |
| 10 | Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) · SRGAX, SRGCX, SRGIX | 12% | 1.31% | Stringer Asset Management, LLC |
| 11 | PSF Avantis Balanced Allocation Portfolio cheaper | 12% | 0.45% | Pacific Life Fund Advisors LLC |
| 12 | PFG US Equity Index Fund | 12% | 2.00% | Pacific Financial Group, LLC |
| 13 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 12% | 0.24% | — |
| 14 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper | 12% | 0.65% | Tidal Investments LLC |
| 15 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX cheaper | 12% | 0.77% | AssetMark Inc. |
| 16 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper | 11% | 0.48% | AssetMark Inc. |
| 17 | Arrow DWA Tactical: Macro Fund · DWTFX, DWTTX, DWTNX | 10% | 1.74% | Arrow Investment Advisors, LLC |
| 18 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX | 9% | 1.35% | Olstein Capital Mangement, L.P. |
| 19 | Roundhill China Dragons ETF · MAGC cheaper | 9% | 0.59% | Roundhill Financial Inc |
| 20 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 9% | 0.35% | AssetMark Inc. |
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