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 Russell 2500 ETF · SMMD cheaper | 30% | 0.15% | BlackRock Fund Advisors |
| 2 | Russell 2000 1.5x Strategy Fund diff. adviser | 20% | 1.81% | Security Investors, LLC |
| 3 | Russell 2000 2x Strategy Fund diff. adviser | 17% | 1.87% | Security Investors, LLC |
| 4 | Russell 2000 Fund · RYRRX, RYROX, RYRHX diff. adviser | 13% | 1.63% | Security Investors, LLC |
| 5 | DGI BALANCED FUND · DGIBX, DGITX, DGINX diff. adviser | 12% | 1.45% | ORIENTAL TRUST |
| 6 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX diff. adviser | 10% | 1.44% | North Square Investments, LLC |
| 7 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund diff. adviser | 9% | 0.39% | Lincoln Financial Investments Corporation |
| 8 | RH Tactical Outlook ETF · RHTX diff. adviser | 8% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 9 | EQ/JPMorgan Growth Allocation Portfolio diff. adviser | 8% | 0.95% | Equitable Investment Management Group, LLC |
| 10 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 8% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 11 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP diff. adviser | 6% | 0.60% | Transamerica Asset Management, Inc. |
| 12 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund diff. adviser | 5% | 0.42% | Lincoln Financial Investments Corporation |
| 13 | CVT Volatility Managed Growth Portfolio diff. adviser | 5% | 0.91% | Calvert Research and Management |
| 14 | Transamerica BlackRock iShares Active Asset Allocation - Moderate VP diff. adviser | 4% | 0.58% | Transamerica Asset Management, Inc. |
| 15 | Catalyst/Millburn Hedge Strategy Fund · MBXAX, MBXCX, MBXIX, MBXFX | 4% | 2.00% | — |
| 16 | iShares LifePath Target Date 2065 ETF · ITDI cheaper | 4% | 0.12% | BlackRock Fund Advisors |
| 17 | iShares LifePath Target Date 2070 ETF · ITDJ cheaper | 4% | 0.12% | BlackRock Fund Advisors |
| 18 | Adaptive Alpha Opportunities ETF · AGOX diff. adviser | 4% | 1.33% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 19 | iShares LifePath Target Date 2055 ETF · ITDG cheaper | 4% | 0.12% | BlackRock Fund Advisors |
| 20 | CVT Volatility Managed Moderate Growth Portfolio diff. adviser | 4% | 0.89% | Calvert Research and Management |
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