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 | Overlay B Portfolio · SBOOX, SBOTX cheaper | 29% | 0.81% | AllianceBernstein L.P. |
| 2 | AB GLOBAL BOND FUND, INC. · ANAGX, ANABX, ANACX, ANAIX, ANAYX, ANAZX cheaper | 19% | 0.51% | AllianceBernstein L.P. |
| 3 | AB Global Risk Allocation-Moderate Portfolio cheaper | 19% | 0.53% | AllianceBernstein L.P. |
| 4 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 19% | 0.49% | — |
| 5 | AB Balanced Hedged Allocation Portfolio cheaper | 19% | 0.70% | AllianceBernstein L.P. |
| 6 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper diff. adviser | 18% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 7 | PSF Global Portfolio cheaper diff. adviser | 17% | 0.71% | PGIM INVESTMENTS LLC |
| 8 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper diff. adviser | 17% | 0.67% | Allspring Funds Management, LLC |
| 9 | Virtus AlphaSimplex Global Macro ETF | 17% | — | — |
| 10 | AB All Market Real Return Portfolio · AMTAX, ACMTX, AMTYX, AMTOX, AMTZX cheaper | 17% | 0.84% | AllianceBernstein L.P. |
| 11 | iShares MSCI World ETF · URTH cheaper diff. adviser | 16% | 0.24% | BlackRock Fund Advisors |
| 12 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX cheaper diff. adviser | 16% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 13 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 16% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 14 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 16% | 0.09% | DBX Advisors LLC |
| 15 | JNL/Mellon World Index Fund cheaper diff. adviser | 16% | 0.30% | Jackson National Asset Management, LLC |
| 16 | AST PGIM Aggressive Multi-Asset Portfolio diff. adviser | 16% | 0.90% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 16% | 0.39% | Allianz Investment Management LLC |
| 18 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 16% | 0.25% | BlackRock Fund Advisors |
| 19 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 16% | 0.32% | BlackRock Fund Advisors |
| 20 | Victory Target Managed Allocation Fund · UTMAX cheaper diff. adviser | 16% | 0.68% | Victory Capital Management Inc. |
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