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 | Leuthold Core ETF cheaper | 14% | 0.86% | — |
| 2 | 1290 Retirement 2055 Fund cheaper | 10% | 0.65% | Equitable Investment Management, LLC |
| 3 | IDX Dynamic Innovation ETF · DYNI cheaper | 10% | 1.05% | IDX Advisors, LLC |
| 4 | Global X Financials Covered Call & Growth ETF cheaper | 10% | 0.60% | Global X Management Company LLC |
| 5 | 1290 Retirement 2050 Fund cheaper | 10% | 0.65% | Equitable Investment Management, LLC |
| 6 | 1290 Retirement 2045 Fund cheaper | 9% | 0.65% | Equitable Investment Management, LLC |
| 7 | 1290 Retirement 2040 Fund cheaper | 8% | 0.65% | Equitable Investment Management, LLC |
| 8 | 1290 Retirement 2035 Fund cheaper | 8% | 0.65% | Equitable Investment Management, LLC |
| 9 | 1290 Retirement 2030 Fund cheaper | 7% | 0.65% | Equitable Investment Management, LLC |
| 10 | 1290 Retirement 2025 Fund cheaper | 6% | 0.65% | Equitable Investment Management, LLC |
| 11 | 1290 Retirement 2020 Fund cheaper | 5% | 0.65% | Equitable Investment Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.