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 | Boston Partners Long/Short Research Fund · BPRRX, BPIRX cheaper diff. adviser | 40% | 1.84% | Boston Partners Global Investors, Inc. |
| 2 | Columbia Global Opportunities Fund · IMRFX, CSAZX cheaper | 24% | 0.87% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX cheaper | 21% | 0.95% | Columbia Management Investment Advisers, LLC |
| 4 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 20% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 5 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 20% | 0.35% | Victory Capital Management Inc. |
| 6 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 20% | 0.35% | Victory Capital Management Inc. |
| 7 | Columbia Adaptive Risk Allocation Fund · CRAAX, CRACX, CRDRX, CRAZX, CARYX, CRADX cheaper | 20% | 0.77% | Columbia Management Investment Advisers, LLC |
| 8 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 19% | 0.09% | BlackRock Fund Advisors |
| 9 | Multi-Manager Alternative Strategies Fund · CZAMX cheaper | 19% | 1.28% | — |
| 10 | Columbia Commodity Strategy Fund · CCSAX, CCSZX, CADLX, CCFYX cheaper | 19% | 0.70% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia Variable Portfolio - Commodity Strategy Fund cheaper | 19% | 0.75% | Columbia Management Investment Advisers, LLC |
| 12 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 13 | ProShares Ultra S&P 500 Equal Weight · URSP cheaper | 19% | 0.95% | — |
| 14 | iShares Core 30/70 Conservative Allocation ETF · AOK cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 15 | iShares Core 40/60 Moderate Allocation ETF · AOM cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 16 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 17 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 18 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 19% | 0.23% | Nationwide Fund Advisors |
| 19 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 19% | 0.18% | Invesco Advisers, Inc. |
| 20 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 19% | 0.20% | Invesco Capital Management LLC |
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