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 | Overlay Shares Small Cap Equity ETF · OVS | 22% | 0.83% | — |
| 2 | NVIT Investor Destinations Aggressive Fund cheaper diff. adviser | 9% | 0.77% | Nationwide Fund Advisors |
| 3 | 3EDGE Dynamic US Equity ETF · EDGU | 8% | 0.91% | — |
| 4 | Frontier Asset Absolute Return ETF · FARX | 7% | 0.95% | Frontier Asset Management, LLC |
| 5 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 7% | 0.48% | AssetMark Inc. |
| 6 | NVIT Investor Destinations Moderately Aggressive Fund cheaper diff. adviser | 6% | 0.76% | Nationwide Fund Advisors |
| 7 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 5% | 0.49% | — |
| 8 | Madison Aggressive Allocation Fund · MAGSX, MAACX diff. adviser | 5% | 1.00% | Madison Asset Management, LLC |
| 9 | Ocean Park Domestic ETF diff. adviser | 5% | 0.98% | Ocean Park Asset Management, LLC |
| 10 | SSGA Growth ETF Portfolio cheaper diff. adviser | 5% | 0.50% | Brighthouse Investment Advisers, LLC |
| 11 | VictoryShares WestEnd Global Equity ETF · GLOW cheaper diff. adviser | 5% | 0.72% | Victory Capital Management Inc. |
| 12 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper diff. adviser | 5% | 0.65% | Tidal Investments LLC |
| 13 | NYLI Hedge Multi-Strategy Tracker ETF · QAI diff. adviser | 5% | 0.88% | New York Life Investment Management LLC |
| 14 | Nationwide Investor Destinations Aggressive Fund · NDAAX, NDACX, GAFRX, GAIDX, NDASX, NWWHX cheaper diff. adviser | 5% | 0.51% | Nationwide Fund Advisors |
| 15 | Aggressive Allocation Fund cheaper diff. adviser | 5% | 0.66% | Madison Asset Management, LLC |
| 16 | NYLI VP Hedge Multi-Strategy Portfolio diff. adviser | 4% | 1.08% | New York Life Investment Management LLC |
| 17 | Nationwide Investor Destinations Moderately Aggressive Fund · NDMAX, NDMCX, GMARX, GMIAX, NDMSX, NWWIX cheaper diff. adviser | 4% | 0.52% | Nationwide Fund Advisors |
| 18 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 4% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 19 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX diff. adviser | 4% | 0.82% | Systelligence, LLC |
| 20 | Moderate Allocation Fund cheaper diff. adviser | 4% | 0.65% | Madison Asset Management, LLC |
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