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 | Virtus AlphaSimplex Global Macro ETF | 30% | — | — |
| 2 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 29% | 0.40% | Transamerica Asset Management, Inc. |
| 3 | Main Buywrite ETF · BUYW diff. adviser | 27% | 0.99% | Main Management Fund Advisors, LLC |
| 4 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 27% | 0.70% | AllianceBernstein L.P. |
| 5 | SSGA Growth ETF Portfolio cheaper diff. adviser | 27% | 0.50% | Brighthouse Investment Advisers, LLC |
| 6 | Swan Defined Risk Fund · SDRAX, SDRCX, SDRIX diff. adviser | 27% | 1.25% | Swan Capital Management, LLC |
| 7 | Global Atlantic BlackRock Allocation Portfolio cheaper diff. adviser | 26% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 8 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 9 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 26% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 10 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 25% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 11 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 25% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 12 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 25% | 0.42% | Lincoln Financial Investments Corporation |
| 13 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 25% | 0.39% | Lincoln Financial Investments Corporation |
| 14 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 24% | 0.15% | BlackRock Fund Advisors |
| 15 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 24% | 0.64% | Transamerica Asset Management, Inc. |
| 16 | PFG BR Equity ESG Strategy Fund diff. adviser | 23% | 2.12% | Pacific Financial Group, LLC |
| 17 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP cheaper diff. adviser | 23% | 0.60% | Transamerica Asset Management, Inc. |
| 18 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 23% | 0.23% | Nationwide Fund Advisors |
| 19 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 22% | 0.93% | Brighthouse Investment Advisers, LLC |
| 20 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 22% | 0.66% | CONSTELLATION INVESTMENTS INC |
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