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 40/60 Moderate Allocation ETF · AOM | 87% | 0.15% | BlackRock Fund Advisors |
| 2 | iShares Core 60/40 Balanced Allocation ETF · AOR | 66% | 0.15% | BlackRock Fund Advisors |
| 3 | iShares Core 80/20 Aggressive Allocation ETF · AOA | 48% | 0.15% | BlackRock Fund Advisors |
| 4 | Global Atlantic BlackRock Allocation Portfolio diff. adviser | 42% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 5 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 37% | 0.32% | BlackRock Advisors, LLC |
| 6 | MML Blend Fund diff. adviser | 35% | 0.50% | MML Investment Advisers, LLC |
| 7 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 30% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 8 | NVIT iShares Global Equity ETF Fund diff. adviser | 26% | 0.23% | Nationwide Fund Advisors |
| 9 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 26% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 10 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 23% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 11 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP diff. adviser | 22% | 0.40% | Transamerica Asset Management, Inc. |
| 12 | MML VIP BlackRock iShares 80/20 Allocation Fund diff. adviser | 22% | 0.50% | MML Investment Advisers, LLC |
| 13 | SSGA Growth ETF Portfolio diff. adviser | 21% | 0.50% | Brighthouse Investment Advisers, LLC |
| 14 | AB Balanced Hedged Allocation Portfolio diff. adviser | 21% | 0.70% | AllianceBernstein L.P. |
| 15 | Harbor Multi-Asset Explorer ETF · MAPP diff. adviser | 21% | 0.80% | Harbor Capital Advisors, Inc. |
| 16 | Virtus AlphaSimplex Global Macro ETF | 21% | — | — |
| 17 | PFG BR Equity ESG Strategy Fund diff. adviser | 21% | 2.12% | Pacific Financial Group, LLC |
| 18 | MML VIP BlackRock iShares 60/40 Allocation Fund diff. adviser | 21% | 0.50% | MML Investment Advisers, LLC |
| 19 | AVIP Constellation Managed Risk Balanced Portfolio diff. adviser | 20% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 20 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 20% | 0.67% | CONSTELLATION INVESTMENTS INC |
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