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 | THRIVENT GLOBAL STOCK PORTFOLIO cheaper diff. adviser | 89% | 0.61% | Thrivent Financial for Lutherans |
| 2 | THRIVENT AGGRESSIVE ALLOCATION FUND · TAAAX, TAAIX | 42% | 1.04% | Thrivent Asset Management, LLC |
| 3 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO diff. adviser | 41% | 0.84% | Thrivent Financial for Lutherans |
| 4 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 35% | 0.09% | SSGA Funds Management, Inc. |
| 5 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 35% | 0.39% | Allianz Investment Management LLC |
| 6 | SA Goldman Sachs Multi-Asset Insights Portfolio diff. adviser | 35% | 0.87% | SunAmerica Asset Management, LLC |
| 7 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 34% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 8 | iShares MSCI World ETF · URTH cheaper diff. adviser | 34% | 0.24% | BlackRock Fund Advisors |
| 9 | JNL/Mellon World Index Fund cheaper diff. adviser | 34% | 0.30% | Jackson National Asset Management, LLC |
| 10 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 34% | 0.09% | DBX Advisors LLC |
| 11 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 34% | 0.25% | BlackRock Fund Advisors |
| 12 | T. Rowe Price Active Core U.S. Equity ETF · TACU cheaper diff. adviser | 34% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 34% | 0.02% | SSGA Funds Management, Inc. |
| 14 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 15 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 34% | 0.29% | John Hancock Investment Management LLC |
| 16 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 34% | 0.15% | — |
| 17 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 34% | 0.02% | The Vanguard Group, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 34% | 0.03% | SSGA Funds Management, Inc. |
| 19 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 34% | 0.01% | The Vanguard Group, Inc. |
| 20 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 34% | — | Teachers Advisors, LLC |
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