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 | UBS U.S. Allocation Fund · PWTAX, PWTYX cheaper | 35% | 0.77% | UBS Asset Management (Americas) LLC |
| 2 | S&P 500 2x Strategy Fund · RYTTX, RYCTX, RYTNX diff. adviser | 27% | 1.74% | Security Investors, LLC |
| 3 | iShares MSCI World ETF · URTH cheaper diff. adviser | 26% | 0.24% | BlackRock Fund Advisors |
| 4 | JNL/Mellon World Index Fund cheaper diff. adviser | 26% | 0.30% | Jackson National Asset Management, LLC |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 25% | 0.09% | DBX Advisors LLC |
| 6 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 25% | 0.25% | BlackRock Fund Advisors |
| 7 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper diff. adviser | 25% | 0.28% | Venerable Investment Advisers, LLC |
| 8 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 25% | 0.02% | SSGA Funds Management, Inc. |
| 9 | SFT Index 500 Fund cheaper diff. adviser | 25% | 0.18% | Securian Asset Management, Inc. |
| 10 | State Street S&P 500 Index V.I.S. Fund · SSSPX cheaper diff. adviser | 25% | 0.30% | SSGA Funds Management, Inc. |
| 11 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 25% | 0.39% | Allianz Investment Management LLC |
| 12 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 25% | 0.32% | BlackRock Fund Advisors |
| 13 | Eaton Vance Equity Strategy Fund · ERBAX, ERBXC, ERBIX cheaper diff. adviser | 25% | 0.87% | Eaton Vance Management |
| 14 | SA Large Cap Index Portfolio cheaper diff. adviser | 25% | 0.25% | SunAmerica Asset Management, LLC |
| 15 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 25% | 0.03% | SSGA Funds Management, Inc. |
| 16 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 25% | 0.23% | Lincoln Financial Investments Corporation |
| 17 | MetLife Stock Index Portfolio cheaper diff. adviser | 25% | 0.26% | Brighthouse Investment Advisers, LLC |
| 18 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 25% | 0.09% | SSGA Funds Management, Inc. |
| 19 | Hartford Schroders Diversified Opportunities Fund · HFIGX, HFSGX cheaper diff. adviser | 25% | 0.71% | Hartford Funds Management Company, LLC |
| 20 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 25% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
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