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 | Day Hagan Smart Sector Fixed Income ETF · SSFI diff. adviser | 45% | 0.76% | Day Hagan Asset Management |
| 2 | State Street(R)Income Allocation ETF · INKM | 24% | 0.50% | SSGA Funds Management, Inc. |
| 3 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA diff. adviser | 20% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | State Street(R) Global Allocation ETF · GAL cheaper | 15% | 0.35% | SSGA Funds Management, Inc. |
| 5 | State Street Target Retirement 2030 Fund · SSBWX, SSBYX, SSAJX cheaper | 13% | 0.09% | SSGA Funds Management, Inc. |
| 6 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX | 13% | 0.67% | SSGA Funds Management, Inc. |
| 7 | State Street Target Retirement 2035 Fund · SSCJX, SSCKX, SSAZX cheaper | 13% | 0.09% | SSGA Funds Management, Inc. |
| 8 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper | 11% | 0.09% | SSGA Funds Management, Inc. |
| 9 | State Street Target Retirement 2040 Fund · SSCNX, SSCQX, SSAKX cheaper | 10% | 0.09% | SSGA Funds Management, Inc. |
| 10 | LVIP SSGA Global Tactical Allocation Managed Volatility Fund diff. adviser | 10% | 0.60% | Lincoln Financial Investments Corporation |
| 11 | State Street Target Retirement 2025 Fund · SSBRX, SSBSX, SSAHX cheaper | 9% | 0.09% | SSGA Funds Management, Inc. |
| 12 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 9% | 1.97% | Howard Capital Management, Inc. |
| 13 | TFA Tactical Income Fund · TFAZX diff. adviser | 9% | 2.69% | Tactical Fund Advisors, LLC |
| 14 | Counterpoint High Yield Trend ETF · HYTR diff. adviser | 9% | 0.88% | Counterpoint Mutual Funds, LLC |
| 15 | Eaton Vance Tax-Advantaged Dividend Income Fund | 8% | — | — |
| 16 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 8% | — | — |
| 17 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 8% | — | — |
| 18 | Apollo S3 Private Markets Fund | 8% | — | — |
| 19 | HarbourVest Private Investments Fund | 8% | — | — |
| 20 | North Haven Private Assets Fund | 8% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.