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 | LVIP Vanguard Domestic Equity ETF Fund cheaper | 22% | 0.32% | Lincoln Financial Investments Corporation |
| 2 | PFG Global Equity Index Fund | 20% | 1.99% | Pacific Financial Group, LLC |
| 3 | JNL/Vanguard Growth ETF Allocation Fund cheaper | 20% | 0.26% | Jackson National Asset Management, LLC |
| 4 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper | 18% | 1.44% | North Square Investments, LLC |
| 5 | Advisors Capital Active All Cap Fund · ACALX | 18% | 1.91% | AC FUNDS LLC |
| 6 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper | 16% | 0.27% | Jackson National Asset Management, LLC |
| 7 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX cheaper | 16% | 1.15% | HORIZON INVESTMENTS LLC. |
| 8 | Advisors Capital Growth Fund · ACGRX | 16% | 1.96% | AC FUNDS LLC |
| 9 | ClearShares OCIO ETF · OCIO cheaper | 15% | 0.65% | ClearShares LLC |
| 10 | NORTH SQUARE MULTI STRATEGY FUND · ORILX, PORYX cheaper | 15% | 1.33% | North Square Investments, LLC |
| 11 | AVIP Constellation Managed Risk Growth Portfolio cheaper | 14% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 12 | AVIP Constellation Managed Risk Moderate Growth Portfolio cheaper | 13% | 0.65% | CONSTELLATION INVESTMENTS INC |
| 13 | Bluemonte Large Cap Core ETF · BLUC cheaper | 13% | 0.23% | — |
| 14 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND cheaper | 12% | 1.07% | Tidal Investments LLC |
| 15 | Defined Duration 20 ETF · DDXX cheaper | 12% | 0.25% | — |
| 16 | TOPS Growth ETF Portfolio cheaper | 12% | 0.30% | Valmark Advisers, Inc. |
| 17 | AVIP Constellation Dynamic Risk Balanced Portfolio cheaper | 12% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 18 | JNL/Vanguard Moderate ETF Allocation Fund cheaper | 12% | 0.27% | Jackson National Asset Management, LLC |
| 19 | AVIP Constellation Managed Risk Balanced Portfolio cheaper | 11% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 20 | TOPS Managed Risk Growth ETF Portfolio cheaper | 11% | 0.50% | Valmark Advisers, Inc. |
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