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 | Matson Money Fixed Income VI Fund · FMVFX | 79% | 0.86% | Matson Money, Inc. |
| 2 | DFA Diversified Fixed Income Portfolio cheaper diff. adviser | 29% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 3 | GLOBAL ALLOCATION 25/75 PORTFOLIO · DGTSX cheaper diff. adviser | 24% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Catalyst Buffered Shield Fund · SHIEX, SHINX, SHIIX | 23% | 1.35% | — |
| 5 | FundX Flexible ETF · XFLX | 15% | 0.97% | — |
| 6 | Janus Henderson Global Allocation Fund - Conservative · JSPCX, JCAAX, JCACX, JCAIX, JCASX, JMSCX diff. adviser | 14% | 0.71% | Janus Henderson Investors US LLC |
| 7 | DIMENSIONAL RETIREMENT INCOME FUND cheaper diff. adviser | 14% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Janus Henderson Global Allocation Fund - Moderate · JSPMX, JMOAX, JMOCX, JMOIX, JMOSX, JNSMX diff. adviser | 13% | 0.70% | Janus Henderson Investors US LLC |
| 9 | iShares Core 30/70 Conservative Allocation ETF · AOK cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 10 | FundX Conservative ETF · XRLX | 10% | 1.20% | — |
| 11 | DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 10% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 9% | 0.09% | BlackRock Fund Advisors |
| 13 | iShares Core 40/60 Moderate Allocation ETF · AOM cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 14 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 8% | 1.55% | Kensington Asset Management, LLC |
| 15 | NVIT Investor Destinations Conservative Fund diff. adviser | 8% | 0.72% | Nationwide Fund Advisors |
| 16 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 8% | 0.10% | BlackRock Fund Advisors |
| 17 | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 7% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 18 | AB All Market Total Return Portfolio · ABWAX, ABWCX, ABWYX, ABWIX diff. adviser | 7% | 0.89% | AllianceBernstein L.P. |
| 19 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 7% | 0.08% | BlackRock Fund Advisors |
| 20 | IDX Dynamic Fixed Income ETF · DYFI diff. adviser | 6% | 1.13% | IDX Advisors, LLC |
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