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 | PlanRock Alternative Growth ETF · PRAE diff. adviser | 8% | 1.49% | PlanRock Investments, LLC |
| 2 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper diff. adviser | 4% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 3 | SA BlackRock Multi-Factor 70/30 Portfolio diff. adviser | 3% | 0.51% | SunAmerica Asset Management, LLC |
| 4 | BlackRock LifePath ESG Index 2070 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 5 | BlackRock LifePath ESG Index 2060 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 6 | BlackRock LifePath ESG Index 2065 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 7 | BlackRock LifePath ESG Index 2050 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 8 | BlackRock LifePath ESG Index 2045 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 9 | Fidelity Series International Small Cap Fund · FSTSX cheaper diff. adviser | 3% | 0.01% | Fidelity Management & Research Company LLC |
| 10 | BlackRock LifePath ESG Index 2055 Fund cheaper | 3% | 0.20% | BlackRock Fund Advisors |
| 11 | Catholic Responsible Investments International Small-Cap Fund · CRNSX diff. adviser | 2% | 1.15% | Christian Brothers Investment Services, Inc. |
| 12 | BlackRock LifePath ESG Index 2040 Fund cheaper | 2% | 0.20% | BlackRock Fund Advisors |
| 13 | BlackRock LifePath Dynamic 2055 Fund · LPVAX, LPVCX, LPVIX, LPVKX, LPVRX cheaper | 2% | 0.34% | BlackRock Fund Advisors |
| 14 | BlackRock LifePath Dynamic 2050 Fund · LPRFX, STLFX, LPSGX, LPRPX, LPCPX cheaper | 2% | 0.34% | BlackRock Fund Advisors |
| 15 | BlackRock LifePath Dynamic 2040 Fund · LPREX, STLEX, LPSFX, LPRKX, LPCKX cheaper | 2% | 0.34% | BlackRock Fund Advisors |
| 16 | BlackRock LifePath Dynamic 2045 Fund · LPHAX, LPHCX, LPHIX, LPHKX, LPHRX cheaper | 2% | 0.34% | BlackRock Fund Advisors |
| 17 | BlackRock LifePath Dynamic 2035 Fund · LPJRX, LPJAX, LPJCX, LPJIX, LPJKX cheaper | 2% | 0.34% | BlackRock Fund Advisors |
| 18 | Nuveen Quant International Small Cap Equity Fund · TAISX, TIISX, TPISX, TLISX, TTISX, TAIWX cheaper diff. adviser | 2% | 0.00% | Teachers Advisors, LLC |
| 19 | GMO Dynamic Allocation ETF · GMOD | 2% | 0.50% | — |
| 20 | BlackRock LifePath Dynamic 2065 Fund cheaper | 2% | 0.34% | BlackRock Fund Advisors |
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