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 2030 ETF · ITDB | 86% | 0.09% | BlackRock Fund Advisors |
| 2 | iShares LifePath Target Date 2035 ETF · ITDC | 75% | 0.10% | BlackRock Fund Advisors |
| 3 | iShares LifePath Target Date 2040 ETF · ITDD | 65% | 0.11% | BlackRock Fund Advisors |
| 4 | iShares LifePath Target Date 2045 ETF · ITDE | 54% | 0.11% | BlackRock Fund Advisors |
| 5 | iShares LifePath Target Date 2050 ETF · ITDF | 44% | 0.11% | BlackRock Fund Advisors |
| 6 | iShares LifePath Target Date 2055 ETF · ITDG | 42% | 0.12% | BlackRock Fund Advisors |
| 7 | iShares LifePath Target Date 2060 ETF · ITDH | 41% | 0.12% | BlackRock Fund Advisors |
| 8 | iShares LifePath Target Date 2070 ETF · ITDJ | 40% | 0.12% | BlackRock Fund Advisors |
| 9 | iShares LifePath Target Date 2065 ETF · ITDI | 40% | 0.12% | BlackRock Fund Advisors |
| 10 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 26% | 1.68% | Regents Park Funds, LLC |
| 11 | The U.S. Government Fixed Income Securities Portfolio · HCUSX diff. adviser | 21% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | WisdomTree Bianco Total Return Fund · WTBN diff. adviser | 20% | 0.60% | WisdomTree Asset Management, Inc. |
| 13 | Morningstar Total Return Bond Fund · MSTRX diff. adviser | 20% | 0.55% | Morningstar Investment Management LLC |
| 14 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 19% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 15 | MML VIP BlackRock iShares 80/20 Allocation Fund diff. adviser | 18% | 0.50% | MML Investment Advisers, LLC |
| 16 | BlackRock 60/40 Target Allocation ETF V.I. Fund diff. adviser | 18% | 0.32% | BlackRock Advisors, LLC |
| 17 | Global Atlantic BlackRock Allocation Portfolio diff. adviser | 18% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 18 | BlackRock 20/80 Target Allocation Fund diff. adviser | 17% | 0.31% | BlackRock Advisors, LLC |
| 19 | The Core Fixed Income Portfolio · HCIIX diff. adviser | 16% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | BlackRock 40/60 Target Allocation Fund diff. adviser | 16% | 0.32% | BlackRock Advisors, LLC |
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