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 | NYLI Moderate ETF Allocation Fund · MDAKX, MDAIX, MDARX, MDAAX, MDAVX cheaper | 81% | 0.51% | New York Life Investment Management LLC |
| 2 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX | 79% | 0.58% | New York Life Investment Management LLC |
| 3 | NYLI Conservative ETF Allocation Fund · MNERX, MNEKX, MNELX, MNEAX, MNEVX | 60% | 0.67% | New York Life Investment Management LLC |
| 4 | AB Balanced Hedged Allocation Portfolio diff. adviser | 26% | 0.70% | AllianceBernstein L.P. |
| 5 | Virtus AlphaSimplex Global Macro ETF | 22% | — | — |
| 6 | 1290 VT Moderate Growth Allocation Portfolio diff. adviser | 22% | 0.85% | Equitable Investment Management Group, LLC |
| 7 | EQ/American Century Moderate Growth Allocation Portfolio diff. adviser | 22% | 0.90% | Equitable Investment Management Group, LLC |
| 8 | JNL Growth ETF Allocation Fund cheaper diff. adviser | 21% | 0.53% | Jackson National Asset Management, LLC |
| 9 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 21% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 10 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 21% | 0.93% | Brighthouse Investment Advisers, LLC |
| 11 | Overlay Shares Foreign Equity ETF · OVF | 20% | 0.83% | — |
| 12 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA diff. adviser | 20% | 0.65% | Tidal Investments LLC |
| 13 | JNL Moderate Growth ETF Allocation Fund cheaper diff. adviser | 19% | 0.52% | Jackson National Asset Management, LLC |
| 14 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 19% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 15 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 18% | 0.40% | Transamerica Asset Management, Inc. |
| 16 | Strategy Shares Newfound/Resolve Robust Momentum ETF · ROMO diff. adviser | 18% | 0.87% | Rational Advisors, Inc. |
| 17 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 17% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 18 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP diff. adviser | 17% | 0.58% | Transamerica Asset Management, Inc. |
| 19 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 16% | 0.49% | — |
| 20 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 16% | 1.02% | Global Atlantic Investment Advisors, LLC |
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