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 | 48% | 1.20% | — |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX | 26% | 2.03% | AC FUNDS LLC |
| 3 | Matson Money Fixed Income VI Fund · FMVFX cheaper | 19% | 0.86% | Matson Money, Inc. |
| 4 | iShares Yield Optimized Bond ETF · BYLD cheaper | 18% | 0.13% | BlackRock Fund Advisors |
| 5 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX | 17% | 1.66% | Kensington Asset Management, LLC |
| 6 | Free Market Fixed Income Fund · FMFIX cheaper | 15% | 0.64% | Matson Money, Inc. |
| 7 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX | 14% | 1.18% | HORIZON INVESTMENTS LLC. |
| 8 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper | 14% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 13% | 0.35% | AssetMark Inc. |
| 10 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX | 13% | 1.55% | Kensington Asset Management, LLC |
| 11 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper | 12% | 0.40% | AssetMark Inc. |
| 12 | Calamos Nasdaq Equity & Income ETF cheaper | 11% | 0.94% | Calamos Advisors LLC |
| 13 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX | 10% | 1.35% | Olstein Capital Mangement, L.P. |
| 14 | FundX Aggressive ETF · XNAV | 10% | 1.27% | — |
| 15 | Roundhill GLP-1 & Weight Loss ETF · OZEM cheaper | 10% | 0.59% | Roundhill Financial Inc |
| 16 | ActivePassive International Equity ETF · APIE cheaper | 10% | 0.45% | — |
| 17 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX cheaper | 10% | 0.77% | AssetMark Inc. |
| 18 | Sofi Next 500 ETF · SFYX cheaper | 10% | 0.06% | Tidal Investments LLC |
| 19 | Defiance Connective Technologies ETF · UFOX cheaper | 10% | 0.30% | Defiance ETFs LLC |
| 20 | PFG Fidelity Insititutional AM Bond ESG Strategy | 10% | 2.31% | Pacific Financial Group, LLC |
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