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 | GuidePath Income Fund · GPINX diff. adviser | 20% | 1.01% | AssetMark Inc. |
| 2 | Elm Market Navigator ETF · ELM cheaper | 19% | 0.24% | — |
| 3 | LVIP Structured Moderate Allocation Fund cheaper diff. adviser | 10% | 0.56% | Lincoln Financial Investments Corporation |
| 4 | LVIP SSGA Moderate Index Allocation Fund cheaper diff. adviser | 10% | 0.50% | Lincoln Financial Investments Corporation |
| 5 | LVIP Structured Conservative Allocation Fund cheaper diff. adviser | 10% | 0.60% | Lincoln Financial Investments Corporation |
| 6 | LVIP SSGA Conservative Index Allocation Fund cheaper diff. adviser | 10% | 0.51% | Lincoln Financial Investments Corporation |
| 7 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
| 8 | VOYA INDEX SOLUTION INCOME PORTFOLIO · ISKAX, ISKIX, ISKSX, IIIPX, VSZJX cheaper diff. adviser | 9% | 0.16% | Voya Investments, LLC |
| 9 | Frontier Asset Opportunistic Credit ETF · FOPC cheaper diff. adviser | 8% | 0.87% | Frontier Asset Management, LLC |
| 10 | VOYA SOLUTION INCOME PORTFOLIO · ISWAX, ISWIX, ISWSX, IJKBX cheaper diff. adviser | 7% | 0.68% | Voya Investments, LLC |
| 11 | Schwab Target 2010 Index Fund · SWYAX cheaper diff. adviser | 7% | 0.08% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Target 2015 Index Fund · SWYBX cheaper diff. adviser | 6% | 0.08% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab Target 2020 Index Fund · SWYLX cheaper diff. adviser | 6% | 0.08% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab Target 2025 Index Fund · SWYDX cheaper diff. adviser | 6% | 0.08% | Charles Schwab Investment Management, Inc. |
| 15 | LVIP Structured Moderately Aggressive Allocation Fund cheaper diff. adviser | 5% | 0.58% | Lincoln Financial Investments Corporation |
| 16 | LVIP SSGA Moderately Aggressive Index Allocation Fund cheaper diff. adviser | 5% | 0.50% | Lincoln Financial Investments Corporation |
| 17 | VOYA SOLUTION CONSERVATIVE PORTFOLIO · ICGTX, ICGAX, ICGIX, ICGSX, VYRPX cheaper diff. adviser | 5% | 0.64% | Voya Investments, LLC |
| 18 | Schwab VIT Balanced Portfolio · SWB1Z cheaper diff. adviser | 4% | 0.57% | Charles Schwab Investment Management, Inc. |
| 19 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 3% | 0.40% | AssetMark Inc. |
| 20 | SMI 3Fourteen REAL Asset Allocation ETF · RAA cheaper diff. adviser | 3% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
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