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 | iShares LifePath Target Date 2065 ETF · ITDI cheaper diff. adviser | 39% | 0.12% | BlackRock Fund Advisors |
| 2 | iShares LifePath Target Date 2070 ETF · ITDJ cheaper diff. adviser | 39% | 0.12% | BlackRock Fund Advisors |
| 3 | iShares LifePath Target Date 2055 ETF · ITDG cheaper diff. adviser | 37% | 0.12% | BlackRock Fund Advisors |
| 4 | iShares LifePath Target Date 2060 ETF · ITDH cheaper diff. adviser | 34% | 0.12% | BlackRock Fund Advisors |
| 5 | iShares LifePath Target Date 2050 ETF · ITDF cheaper diff. adviser | 32% | 0.11% | BlackRock Fund Advisors |
| 6 | iShares LifePath Target Date 2045 ETF · ITDE cheaper diff. adviser | 32% | 0.11% | BlackRock Fund Advisors |
| 7 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX diff. adviser | 28% | 1.21% | HORIZON INVESTMENTS LLC. |
| 8 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 28% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares LifePath Target Date 2040 ETF · ITDD cheaper diff. adviser | 27% | 0.11% | BlackRock Fund Advisors |
| 10 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 22% | 0.10% | BlackRock Fund Advisors |
| 11 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 22% | 0.15% | BlackRock Fund Advisors |
| 12 | MML VIP BlackRock iShares 80/20 Allocation Fund cheaper diff. adviser | 20% | 0.50% | MML Investment Advisers, LLC |
| 13 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX diff. adviser | 20% | 1.15% | HORIZON INVESTMENTS LLC. |
| 14 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 18% | 0.23% | Nationwide Fund Advisors |
| 15 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 18% | 0.09% | BlackRock Fund Advisors |
| 16 | Overlay Shares Foreign Equity ETF · OVF cheaper | 18% | 0.83% | — |
| 17 | Bluemonte Global Equity ETF · BINT cheaper | 18% | 0.23% | — |
| 18 | Myriad Dynamic Asset Allocation ETF · MDAA | 18% | 0.97% | — |
| 19 | BlackRock LifePath Dynamic 2055 Fund · LPVAX, LPVCX, LPVIX, LPVKX, LPVRX cheaper diff. adviser | 17% | 0.34% | BlackRock Fund Advisors |
| 20 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper diff. adviser | 16% | 0.65% | Tidal Investments LLC |
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