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 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX | 48% | 1.21% | HORIZON INVESTMENTS LLC. |
| 2 | Defined Duration 20 ETF · DDXX cheaper | 23% | 0.25% | — |
| 3 | State Street(R) Global Allocation ETF · GAL cheaper diff. adviser | 22% | 0.35% | SSGA Funds Management, Inc. |
| 4 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX diff. adviser | 21% | 1.78% | North Square Investments, LLC |
| 5 | Brookstone Active ETF cheaper diff. adviser | 21% | 0.99% | Brookstone Asset Management, LLC |
| 6 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 21% | 0.24% | — |
| 7 | Main International ETF · INTL cheaper diff. adviser | 20% | 0.89% | Main Management ETF Advisors, LLC |
| 8 | Defined Duration 10 ETF · DDX cheaper | 16% | 0.25% | — |
| 9 | Dga Core Plus Absolute Return ETF · HF | 16% | 1.70% | — |
| 10 | Bluemonte Global Equity ETF · BINT cheaper | 16% | 0.23% | — |
| 11 | Advisors Capital Growth Fund · ACGRX diff. adviser | 15% | 1.96% | AC FUNDS LLC |
| 12 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 15% | 0.23% | Nationwide Fund Advisors |
| 13 | SSGA Growth ETF Portfolio cheaper diff. adviser | 15% | 0.50% | Brighthouse Investment Advisers, LLC |
| 14 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX cheaper diff. adviser | 13% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 15 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 16 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 12% | 0.15% | BlackRock Fund Advisors |
| 17 | MML VIP BlackRock iShares 60/40 Allocation Fund cheaper diff. adviser | 12% | 0.50% | MML Investment Advisers, LLC |
| 18 | MML VIP BlackRock iShares 80/20 Allocation Fund cheaper diff. adviser | 12% | 0.50% | MML Investment Advisers, LLC |
| 19 | iShares LifePath Target Date 2065 ETF · ITDI cheaper diff. adviser | 12% | 0.12% | BlackRock Fund Advisors |
| 20 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 12% | 0.09% | BlackRock Fund Advisors |
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