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 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX | 81% | 0.59% | ALPS Advisors, Inc. |
| 2 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX | 61% | 0.59% | ALPS Advisors, Inc. |
| 3 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX cheaper | 40% | 0.57% | ALPS Advisors, Inc. |
| 4 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 27% | 0.38% | Transamerica Asset Management, Inc. |
| 5 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 26% | 0.93% | Brighthouse Investment Advisers, LLC |
| 6 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 26% | 0.40% | Transamerica Asset Management, Inc. |
| 7 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX | 25% | 0.60% | ALPS Advisors, Inc. |
| 8 | VANGUARD TOTAL WORLD BOND ETF · BNDW cheaper diff. adviser | 25% | 0.05% | The Vanguard Group, Inc. |
| 9 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 25% | 0.28% | Empower Capital Management, LLC |
| 10 | CVT Volatility Managed Moderate Portfolio diff. adviser | 25% | 0.88% | Calvert Research and Management |
| 11 | Lifestyle Blend Conservative Portfolio · JLCGX, JABJX, JLCSX | 24% | 0.70% | — |
| 12 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 22% | 0.27% | Jackson National Asset Management, LLC |
| 13 | AB Balanced Hedged Allocation Portfolio diff. adviser | 22% | 0.70% | AllianceBernstein L.P. |
| 14 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 21% | 0.27% | Jackson National Asset Management, LLC |
| 15 | NEOS Enhanced Income Aggregate Bond ETF · BNDI diff. adviser | 21% | 0.58% | NEOS Investment Management, LLC |
| 16 | CVT Volatility Managed Moderate Growth Portfolio diff. adviser | 20% | 0.89% | Calvert Research and Management |
| 17 | 2010 Lifetime Blend Portfolio · JRLDX, JRLFX, JRLHX, JHANX cheaper | 19% | 0.37% | — |
| 18 | Lifestyle Blend Moderate Portfolio · JLMOX, JABKX, JLMRX | 19% | 0.69% | — |
| 19 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 19% | 0.26% | Jackson National Asset Management, LLC |
| 20 | AVIP Constellation Managed Risk Moderate Growth Portfolio diff. adviser | 18% | 0.65% | CONSTELLATION INVESTMENTS INC |
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