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 All International Markets Value ETF · AVNV | 39% | 0.34% | — |
| 2 | Avantis All Equity Markets Value ETF · AVGV cheaper | 37% | 0.26% | — |
| 3 | Avantis All Equity Markets ETF · AVGE cheaper | 31% | 0.23% | — |
| 4 | Avantis Moderate Allocation ETF · AVMA cheaper | 21% | 0.21% | — |
| 5 | PlanRock Alternative Growth ETF · PRAE | 15% | 1.49% | PlanRock Investments, LLC |
| 6 | PSF Avantis Balanced Allocation Portfolio | 15% | 0.45% | Pacific Life Fund Advisors LLC |
| 7 | Strategic Allocation: Aggressive Fund · AAARX, TWSAX, ACVAX, AAAIX, ASTAX, AAAUX, ASAUX | 12% | 0.44% | — |
| 8 | Sequoia Global Value ETF · SFGV | 9% | 0.33% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | Strategic Allocation: Moderate Fund · TWSMX, ACOAX, ASAMX, ASTCX, ASMRX, ASMDX, ASMUX | 9% | 0.48% | — |
| 10 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX | 8% | 1.21% | HORIZON INVESTMENTS LLC. |
| 11 | Twin Oak Strategic Solutions ETF | 6% | 0.36% | — |
| 12 | FundX Aggressive ETF · XNAV | 4% | 1.27% | — |
| 13 | Warren Street Global Equity ETF · WSGE | 4% | 0.80% | — |
| 14 | The Brinsmere Fund - Growth ETF · TBFG | 3% | 0.46% | — |
| 15 | Strategic Allocation: Conservative Fund · AACRX, TWSCX, ACCAX, ACCIX, AACCX, AACDX, AACGX | 3% | 0.48% | — |
| 16 | Madison Target Retirement 2050 Fund | 3% | 0.53% | Madison Asset Management, LLC |
| 17 | Madison Target Retirement 2040 Fund | 3% | 0.51% | Madison Asset Management, LLC |
| 18 | Destinations International Equity Fund · DIEFX, DIEZX | 2% | 0.92% | Brinker Capital Investments, LLC |
| 19 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX | 2% | 0.82% | Systelligence, LLC |
| 20 | Avantis Total Equity Markets ETF · AVTM cheaper | 2% | 0.22% | — |
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