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 80/20 Aggressive Allocation ETF · AOA | 82% | 0.15% | BlackRock Fund Advisors |
| 2 | iShares Core 40/60 Moderate Allocation ETF · AOM | 79% | 0.15% | BlackRock Fund Advisors |
| 3 | iShares Core 30/70 Conservative Allocation ETF · AOK | 66% | 0.15% | BlackRock Fund Advisors |
| 4 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 48% | 0.32% | BlackRock Advisors, LLC |
| 5 | NVIT iShares Global Equity ETF Fund diff. adviser | 47% | 0.23% | Nationwide Fund Advisors |
| 6 | Global Atlantic BlackRock Allocation Portfolio diff. adviser | 45% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 7 | MML Blend Fund diff. adviser | 44% | 0.50% | MML Investment Advisers, LLC |
| 8 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 38% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 9 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 38% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 10 | AB Balanced Hedged Allocation Portfolio diff. adviser | 37% | 0.70% | AllianceBernstein L.P. |
| 11 | Virtus AlphaSimplex Global Macro ETF | 37% | — | — |
| 12 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 36% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 13 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 34% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 14 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 33% | 1.91% | AC FUNDS LLC |
| 15 | iShares S&P 500 BuyWrite ETF · IVVW | 31% | 0.25% | BlackRock Fund Advisors |
| 16 | Ironclad Managed Risk Fund · IRONX diff. adviser | 31% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 17 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP diff. adviser | 31% | 0.60% | Transamerica Asset Management, Inc. |
| 18 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP diff. adviser | 31% | 0.59% | Transamerica Asset Management, Inc. |
| 19 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP diff. adviser | 31% | 0.58% | Transamerica Asset Management, Inc. |
| 20 | Swan Defined Risk Fund · SDRAX, SDRCX, SDRIX diff. adviser | 31% | 1.25% | Swan Capital Management, LLC |
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