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 | Avantis Moderate Allocation ETF · AVMA cheaper | 68% | 0.21% | — |
| 2 | Avantis All International Markets Equity ETF · AVNM | 31% | 0.31% | — |
| 3 | Avantis All Equity Markets Value ETF · AVGV | 31% | 0.26% | — |
| 4 | PSF Avantis Balanced Allocation Portfolio | 25% | 0.45% | Pacific Life Fund Advisors LLC |
| 5 | Strategic Allocation: Aggressive Fund · AAARX, TWSAX, ACVAX, AAAIX, ASTAX, AAAUX, ASAUX | 19% | 0.44% | — |
| 6 | Strategic Allocation: Moderate Fund · TWSMX, ACOAX, ASAMX, ASTCX, ASMRX, ASMDX, ASMUX | 15% | 0.48% | — |
| 7 | Avantis All International Markets Value ETF · AVNV | 11% | 0.34% | — |
| 8 | Strategic Allocation: Conservative Fund · AACRX, TWSCX, ACCAX, ACCIX, AACCX, AACDX, AACGX | 9% | 0.48% | — |
| 9 | PlanRock Alternative Growth ETF · PRAE | 8% | 1.49% | PlanRock Investments, LLC |
| 10 | Sequoia Global Value ETF · SFGV | 8% | 0.33% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Warren Street Global Equity ETF · WSGE | 4% | 0.80% | — |
| 12 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX | 3% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 13 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX | 3% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 14 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX | 3% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 15 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX | 3% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 16 | Ocean Park Tactical Core Growth Fund | 3% | 1.24% | Ocean Park Asset Management, LLC |
| 17 | Madison Target Retirement 2050 Fund | 3% | 0.53% | Madison Asset Management, LLC |
| 18 | Madison Target Retirement 2040 Fund | 3% | 0.51% | Madison Asset Management, LLC |
| 19 | Avantis Total Equity Markets ETF · AVTM cheaper | 3% | 0.22% | — |
| 20 | Longview Advantage ETF · EBI | 2% | 0.24% | — |
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