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 | 3EDGE Dynamic Hard Assets ETF · EDGH cheaper | 41% | 1.01% | — |
| 2 | Rareview Systematic Equity ETF · RSEE | 38% | 2.77% | — |
| 3 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 36% | 0.29% | Valmark Advisers, Inc. |
| 4 | TOPS Growth ETF Portfolio cheaper diff. adviser | 34% | 0.30% | Valmark Advisers, Inc. |
| 5 | Toews Hedged Oceana Fund · THIDX cheaper diff. adviser | 34% | 1.28% | Toews Corporation |
| 6 | P/E Global Enhanced International Fund · PEIGX, PEIAX, PEIEX cheaper diff. adviser | 34% | 1.03% | P/E Global LLC |
| 7 | Popular Total Return Fund Inc. diff. adviser | 33% | 1.62% | Popular Asset Management LLC |
| 8 | TOPS Managed Risk Growth ETF Portfolio cheaper diff. adviser | 32% | 0.50% | Valmark Advisers, Inc. |
| 9 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 31% | 0.28% | Empower Capital Management, LLC |
| 10 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 30% | 0.29% | Valmark Advisers, Inc. |
| 11 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 29% | 0.91% | Calvert Research and Management |
| 12 | TOPS Managed Risk Moderate Growth ETF Portfolio cheaper diff. adviser | 28% | 0.50% | Valmark Advisers, Inc. |
| 13 | CVT Volatility Managed Moderate Growth Portfolio cheaper diff. adviser | 26% | 0.89% | Calvert Research and Management |
| 14 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 25% | 0.34% | Lincoln Financial Investments Corporation |
| 15 | VOYA TARGET RETIREMENT 2060 FUND · VRSAX, VTRSX, VTRUX, VRROX cheaper diff. adviser | 24% | 0.25% | Voya Investments, LLC |
| 16 | VOYA TARGET RETIREMENT 2065 FUND · VTUFX, VTAUX, VTIUX, VTURX cheaper diff. adviser | 24% | 0.25% | Voya Investments, LLC |
| 17 | Voya Target Retirement 2070 Fund · VTRBX, VTRAX, VTRTX, VTRLX cheaper | 24% | 0.25% | — |
| 18 | VOYA TARGET RETIREMENT 2055 FUND · IRSVX, VTRQX, VTRRX, VRRNX cheaper diff. adviser | 24% | 0.25% | Voya Investments, LLC |
| 19 | TOPS Managed Risk Flex ETF Portfolio cheaper diff. adviser | 24% | 0.95% | Valmark Advisers, Inc. |
| 20 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 24% | 0.48% | AssetMark Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.