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 | WisdomTree Siegel Moderate Digital Fund · MODRX cheaper | 74% | 0.40% | WisdomTree Digital Management, Inc. |
| 2 | WisdomTree Siegel Global Equity Digital Fund · EQTYX cheaper | 73% | 0.40% | WisdomTree Digital Management, Inc. |
| 3 | GuidePath Growth and Income Fund · GPIGX diff. adviser | 14% | 0.85% | AssetMark Inc. |
| 4 | Active/Passive Aggressive Portfolio diff. adviser | 14% | 0.64% | Mason Street Advisors, LLC |
| 5 | Active/Passive Very Aggressive Portfolio diff. adviser | 14% | 0.66% | Mason Street Advisors, LLC |
| 6 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX diff. adviser | 14% | 0.77% | AssetMark Inc. |
| 7 | Active/Passive Moderate Portfolio diff. adviser | 12% | 0.53% | Mason Street Advisors, LLC |
| 8 | Active/Passive Balanced Portfolio diff. adviser | 9% | 0.47% | Mason Street Advisors, LLC |
| 9 | The Brinsmere Fund - Growth ETF · TBFG | 8% | 0.46% | — |
| 10 | KEYCO FUND, INC. | 8% | — | — |
| 11 | MML Blend Fund diff. adviser | 8% | 0.50% | MML Investment Advisers, LLC |
| 12 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX diff. adviser | 8% | 0.67% | Allspring Funds Management, LLC |
| 13 | AB Balanced Hedged Allocation Portfolio diff. adviser | 8% | 0.70% | AllianceBernstein L.P. |
| 14 | SSGA Growth and Income ETF Portfolio diff. adviser | 8% | 0.48% | Brighthouse Investment Advisers, LLC |
| 15 | SSGA Growth ETF Portfolio diff. adviser | 8% | 0.50% | Brighthouse Investment Advisers, LLC |
| 16 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX diff. adviser | 8% | 0.60% | ALPS Advisors, Inc. |
| 17 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 18 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX diff. adviser | 8% | 0.57% | ALPS Advisors, Inc. |
| 19 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX diff. adviser | 8% | 0.59% | ALPS Advisors, Inc. |
| 20 | BlackRock 80/20 Target Allocation Fund cheaper diff. adviser | 8% | 0.30% | BlackRock Advisors, LLC |
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