Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
| 1 |
1290 Retirement 2020 Fund
cheaper
|
14%
|
0.65% |
Equitable Investment Management, LLC |
| 2 |
1290 Retirement 2025 Fund
cheaper
|
11%
|
0.65% |
Equitable Investment Management, LLC |
| 3 |
BlackRock LifePath Dynamic 2025 Fund
cheaper
|
8%
|
0.34% |
— |
| 4 |
BlackRock LifePath Index 2025 Fund
cheaper
|
8%
|
0.09% |
— |
| 5 |
Series N (Managed Asset Allocation Series)
|
8%
|
1.07% |
— |
| 6 |
1290 Retirement 2030 Fund
cheaper
|
7%
|
0.65% |
Equitable Investment Management, LLC |
| 7 |
BlackRock LifePath ESG Index 2025 Fund
cheaper
|
6%
|
0.20% |
— |
| 8 |
Wealthfront Risk Parity Fund
cheaper
|
5%
|
0.25% |
Wealthfront Strategies, LLC |
| 9 |
PREDEX
|
5%
|
— |
— |
| 10 |
Swan Defined Risk Emerging Markets Fund
|
5%
|
1.48% |
— |
| 11 |
Swan Defined Risk U.S. Small Cap Fund
|
5%
|
1.58% |
— |
| 12 |
FS Chiron Capital Allocation Fund
· CCAPX, CCPCX, CCPAX
|
5%
|
1.16% |
Chiron Investment Management LLC |
| 13 |
Frost Municipal Bond Fund
· FAUMX, FIMUX
cheaper
|
5%
|
0.70% |
— |
| 14 |
Invesco V.I. NASDAQ 100 Buffer Fund - September
cheaper
|
5%
|
0.71% |
Invesco Advisers, Inc. |
| 15 |
Invesco V.I. NASDAQ 100 Buffer Fund - December
cheaper
|
5%
|
0.71% |
Invesco Advisers, Inc. |
| 16 |
Invesco V.I. NASDAQ 100 Buffer Fund - March
cheaper
|
5%
|
0.71% |
Invesco Advisers, Inc. |
| 17 |
Invesco V.I. NASDAQ 100 Buffer Fund - June
cheaper
|
5%
|
0.71% |
Invesco Advisers, Inc. |
| 18 |
Amplify BlackSwan Tech & Treasury ETF
cheaper
|
5%
|
0.49% |
— |
| 19 |
YieldMax MSTR Option Income Strategy ETF
|
5%
|
— |
— |
| 20 |
Defiance Daily Target 2x Long Uranium ETF
· URAX
|
5%
|
0.95% |
— |
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