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 | Elm Market Navigator ETF · ELM cheaper | 20% | 0.24% | — |
| 2 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX cheaper diff. adviser | 19% | 0.60% | ALPS Advisors, Inc. |
| 3 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX cheaper diff. adviser | 19% | 0.57% | ALPS Advisors, Inc. |
| 4 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 19% | 0.32% | Lincoln Financial Investments Corporation |
| 5 | PFG Global Equity Index Fund diff. adviser | 19% | 1.99% | Pacific Financial Group, LLC |
| 6 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX cheaper diff. adviser | 16% | 0.59% | ALPS Advisors, Inc. |
| 7 | Defined Duration 20 ETF · DDXX cheaper | 14% | 0.25% | — |
| 8 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 14% | 1.55% | Kensington Asset Management, LLC |
| 9 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 13% | 0.26% | Jackson National Asset Management, LLC |
| 10 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX cheaper diff. adviser | 13% | 0.59% | ALPS Advisors, Inc. |
| 11 | Rpar Risk Parity ETF · RPAR cheaper diff. adviser | 13% | 0.51% | Tidal Investments LLC |
| 12 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 11% | 0.27% | Jackson National Asset Management, LLC |
| 13 | Morningstar Defensive Bond Fund · MSTBX cheaper | 11% | 0.52% | Morningstar Investment Management LLC |
| 14 | Hedgeye Fourth Turning ETF | 10% | — | — |
| 15 | Morningstar International Equity Fund · MSTFX | 9% | 1.00% | Morningstar Investment Management LLC |
| 16 | Aspiriant Risk-Managed Equity Allocation Fund · RMEAX, RMEIX diff. adviser | 9% | 1.24% | Aspiriant, LLC |
| 17 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 9% | 0.27% | Jackson National Asset Management, LLC |
| 18 | International Equity Index Fund · GIIYX, GIIZX cheaper diff. adviser | 9% | 0.21% | GuideStone Capital Management, LLC |
| 19 | Morningstar U.S. Equity Fund · MSTQX | 8% | 0.85% | Morningstar Investment Management LLC |
| 20 | Dga Core Plus Absolute Return ETF · HF | 8% | 1.70% | — |
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