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 Aggressive Growth ETF Asset Allocation Portfolio · AGTFX | 27% | 0.60% | ALPS Advisors, Inc. |
| 2 | PFG Global Equity Index Fund | 26% | 1.99% | Pacific Financial Group, LLC |
| 3 | Defined Duration 20 ETF · DDXX | 26% | 0.25% | — |
| 4 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX | 25% | 0.57% | ALPS Advisors, Inc. |
| 5 | JNL/Vanguard Growth ETF Allocation Fund | 25% | 0.26% | Jackson National Asset Management, LLC |
| 6 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX | 24% | 0.59% | ALPS Advisors, Inc. |
| 7 | LVIP Vanguard International Equity ETF Fund | 23% | 0.34% | Lincoln Financial Investments Corporation |
| 8 | GuidePath Income Fund · GPINX | 23% | 1.01% | AssetMark Inc. |
| 9 | Rpar Risk Parity ETF · RPAR | 22% | 0.51% | Tidal Investments LLC |
| 10 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX | 21% | 0.59% | ALPS Advisors, Inc. |
| 11 | LVIP Vanguard Domestic Equity ETF Fund | 21% | 0.32% | Lincoln Financial Investments Corporation |
| 12 | JNL/Vanguard Moderate Growth ETF Allocation Fund | 20% | 0.27% | Jackson National Asset Management, LLC |
| 13 | Morningstar Global Opportunistic Equity Fund · MSTSX | 20% | 0.81% | Morningstar Investment Management LLC |
| 14 | Quadratic Interest Rate Volatility and Inflation Hedge ETF · IVOL | 19% | 0.98% | Krane Funds Advisors, LLC |
| 15 | JNL/Vanguard Moderate ETF Allocation Fund | 17% | 0.27% | Jackson National Asset Management, LLC |
| 16 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX | 16% | 0.25% | Voya Investments, LLC |
| 17 | Hedgeye Fourth Turning ETF | 15% | — | — |
| 18 | Democracy International Fund · DMCY | 14% | 0.50% | Democracy Investment Management LLC |
| 19 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX | 14% | 0.58% | ALPS Advisors, Inc. |
| 20 | ClearShares OCIO ETF · OCIO | 14% | 0.65% | ClearShares LLC |
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