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 | Goldman Sachs U.S. Large Cap Buffer 3 ETF · GBXC diff. adviser | 100% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 2 | Potomac Tactically Passive Fund · CRTPX, SDTPX | 100% | 1.81% | — |
| 3 | Goldman Sachs U.S. Large Cap Buffer 1 ETF · GBXA diff. adviser | 99% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs U.S. Large Cap Buffer 2 ETF · GBXB diff. adviser | 99% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 5 | Aptus Large Cap Enhanced Yield ETF · DUBS diff. adviser | 72% | 0.41% | Aptus Capital Advisors, LLC |
| 6 | Bluemonte Dynamic Total Market ETF · BLUX | 49% | 0.25% | — |
| 7 | Bluemonte Large Cap Core ETF · BLUC | 40% | 0.23% | — |
| 8 | Ocean Park Tactical Core Growth Fund diff. adviser | 30% | 1.24% | Ocean Park Asset Management, LLC |
| 9 | Bluemonte Global Equity ETF · BINT | 29% | 0.23% | — |
| 10 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX diff. adviser | 27% | 1.78% | North Square Investments, LLC |
| 11 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX diff. adviser | 24% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 12 | Ocean Park Tactical Risk Spectrum 50 Fund diff. adviser | 23% | 1.69% | Ocean Park Asset Management, LLC |
| 13 | Brookstone Active ETF diff. adviser | 22% | 0.99% | Brookstone Asset Management, LLC |
| 14 | Ocean Park Tactical Risk Spectrum 70 Fund diff. adviser | 21% | 1.64% | Ocean Park Asset Management, LLC |
| 15 | EQ/JPMorgan Growth Allocation Portfolio diff. adviser | 16% | 0.95% | Equitable Investment Management Group, LLC |
| 16 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX diff. adviser | 16% | 1.92% | Ocean Park Asset Management, LLC |
| 17 | Bluemonte Large Cap Value ETF · BVAL | 15% | 0.24% | — |
| 18 | SPDR Bridgewater All Weather ETF · ALLW diff. adviser | 14% | 0.85% | SSGA Funds Management, Inc. |
| 19 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 14% | 1.49% | — |
| 20 | Beacon Dynamic Allocation Fund | 14% | 1.70% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.