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 30/70 Conservative Allocation ETF · AOK | 87% | 0.15% | BlackRock Fund Advisors |
| 2 | iShares Core 60/40 Balanced Allocation ETF · AOR | 79% | 0.15% | BlackRock Fund Advisors |
| 3 | iShares Core 80/20 Aggressive Allocation ETF · AOA | 61% | 0.15% | BlackRock Fund Advisors |
| 4 | Global Atlantic BlackRock Allocation Portfolio diff. adviser | 43% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 5 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 42% | 0.32% | BlackRock Advisors, LLC |
| 6 | MML Blend Fund diff. adviser | 40% | 0.50% | MML Investment Advisers, LLC |
| 7 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 35% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 8 | NVIT iShares Global Equity ETF Fund diff. adviser | 33% | 0.23% | Nationwide Fund Advisors |
| 9 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 31% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 10 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 28% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 11 | AB Balanced Hedged Allocation Portfolio diff. adviser | 27% | 0.70% | AllianceBernstein L.P. |
| 12 | Virtus AlphaSimplex Global Macro ETF | 27% | — | — |
| 13 | PFG BR Equity ESG Strategy Fund diff. adviser | 26% | 2.12% | Pacific Financial Group, LLC |
| 14 | MML VIP BlackRock iShares 80/20 Allocation Fund diff. adviser | 25% | 0.50% | MML Investment Advisers, LLC |
| 15 | AVIP Constellation Managed Risk Balanced Portfolio diff. adviser | 25% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 16 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 25% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 17 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund diff. adviser | 23% | 0.39% | Lincoln Financial Investments Corporation |
| 18 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 23% | 1.91% | AC FUNDS LLC |
| 19 | MML VIP BlackRock iShares 60/40 Allocation Fund diff. adviser | 23% | 0.50% | MML Investment Advisers, LLC |
| 20 | AVIP Constellation Managed Risk Moderate Growth Portfolio diff. adviser | 23% | 0.65% | CONSTELLATION INVESTMENTS INC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.