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 | iShares Core 60/40 Balanced Allocation ETF · AOR | 82% | 0.15% | BlackRock Fund Advisors |
| 2 | iShares Core 40/60 Moderate Allocation ETF · AOM | 61% | 0.15% | BlackRock Fund Advisors |
| 3 | NVIT iShares Global Equity ETF Fund diff. adviser | 56% | 0.23% | Nationwide Fund Advisors |
| 4 | iShares Core 30/70 Conservative Allocation ETF · AOK | 48% | 0.15% | BlackRock Fund Advisors |
| 5 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 46% | 0.32% | BlackRock Advisors, LLC |
| 6 | MML Blend Fund diff. adviser | 43% | 0.50% | MML Investment Advisers, LLC |
| 7 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 43% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 8 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 42% | 1.91% | AC FUNDS LLC |
| 9 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 42% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 10 | iShares S&P 500 BuyWrite ETF · IVVW | 40% | 0.25% | BlackRock Fund Advisors |
| 11 | AB Balanced Hedged Allocation Portfolio diff. adviser | 40% | 0.70% | AllianceBernstein L.P. |
| 12 | Ironclad Managed Risk Fund · IRONX diff. adviser | 40% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 13 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP diff. adviser | 40% | 0.58% | Transamerica Asset Management, Inc. |
| 14 | Swan Defined Risk Fund · SDRAX, SDRCX, SDRIX diff. adviser | 40% | 1.25% | Swan Capital Management, LLC |
| 15 | Return Stacked Balanced Allocation & Systematic Macro Fund · RDMAX, RDMCX, RDMIX diff. adviser | 40% | 2.01% | Rational Advisors, Inc. |
| 16 | Agility Shares Managed Risk ETF · MRSK diff. adviser | 40% | 0.95% | Toews Corporation |
| 17 | Swan Defined Risk Growth Fund · SDAAX, SDACX, SDAIX diff. adviser | 40% | 1.43% | Swan Capital Management, LLC |
| 18 | Alpha Fiduciary Quantitative Strategy Fund · AFQSX diff. adviser | 40% | 1.73% | ALPHA FIDUCIARY, INC. |
| 19 | Potomac Defensive Bull Fund · CRDBX, SDDBX diff. adviser | 40% | 1.39% | Potomac Fund Management, Inc. |
| 20 | Simplify US Equity PLUS Convexity ETF · SPYC diff. adviser | 40% | 0.53% | Simplify Asset Management Inc. |
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