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 | Dimensional VA Global Moderate Allocation Portfolio | 73% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 2 | GLOBAL EQUITY PORTFOLIO · DGEIX | 61% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Selectively Hedged Global Equity Portfolio | 49% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 4 | GLOBAL ALLOCATION 25/75 PORTFOLIO · DGTSX | 40% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 5 | DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND cheaper | 31% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Dimensional VA Equity Allocation Portfolio | 29% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND cheaper | 28% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | World Core Equity Portfolio | 28% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 9 | DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND cheaper | 27% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 10 | DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND cheaper | 26% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND cheaper | 25% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 12 | DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND cheaper | 25% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Dimensional 2065 Target Date Retirement Income Fund cheaper | 25% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional 2070 Target Date Retirement Income Fund · DFARX cheaper | 24% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 15 | DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND cheaper | 21% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND cheaper | 15% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 17 | DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND cheaper | 15% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 18 | DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND cheaper | 15% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | DIMENSIONAL RETIREMENT INCOME FUND cheaper | 13% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | AVIP Growth Model Portfolio diff. adviser | 9% | 0.99% | CONSTELLATION INVESTMENTS INC |
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