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 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 6% | 0.32% | Lincoln Financial Investments Corporation |
| 2 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX cheaper diff. adviser | 6% | 0.87% | Aristotle Investment Services, LLC |
| 3 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX cheaper diff. adviser | 5% | 0.86% | Aristotle Investment Services, LLC |
| 4 | Cambria Global Momentum ETF · GMOM cheaper diff. adviser | 4% | 1.01% | Cambria Investment Management, L.P. |
| 5 | CAUSEWAY INTERNATIONAL SMALL CAP FUND · CIISX, CVISX cheaper diff. adviser | 4% | 1.10% | CAUSEWAY CAPITAL MANAGEMENT LLC |
| 6 | Redwood Systematic Macro Trend Fund · RWSIX, RWSNX cheaper diff. adviser | 4% | 1.24% | Redwood Investment Management, LLC |
| 7 | Defined Duration 20 ETF · DDXX cheaper | 4% | 0.25% | — |
| 8 | 3EDGE Dynamic International Equity ETF · EDGI cheaper | 4% | 0.97% | — |
| 9 | Strategic Allocation: Aggressive Fund · AAARX, TWSAX, ACVAX, AAAIX, ASTAX, AAAUX, ASAUX cheaper | 4% | 0.44% | — |
| 10 | Strategic Allocation: Moderate Fund · TWSMX, ACOAX, ASAMX, ASTCX, ASMRX, ASMDX, ASMUX cheaper | 4% | 0.48% | — |
| 11 | Strategic Allocation: Conservative Fund · AACRX, TWSCX, ACCAX, ACCIX, AACCX, AACDX, AACGX cheaper | 4% | 0.48% | — |
| 12 | Q3 ALL SEASON ACTIVE ROTATION ETF · QVOY cheaper diff. adviser | 4% | 1.32% | Q3 Asset Management Corporation |
| 13 | Quantified Alternative Investment Fund · QALTX, QALAX | 4% | 2.41% | — |
| 14 | AdvisorShares Dorsey Wright FSM All Cap World ETF · DWAW cheaper diff. adviser | 4% | 1.23% | AdvisorShares Investments, LLC |
| 15 | Franklin Growth Allocation Fund · FGTZX, FGTIX, FTGTX, FGTRX cheaper diff. adviser | 4% | 0.52% | Franklin Advisers, Inc. |
| 16 | Franklin Moderate Allocation Fund · FMTZX, FMTIX, FTMTX, FTMRX cheaper diff. adviser | 4% | 0.53% | Franklin Advisers, Inc. |
| 17 | Franklin LifeSmart 2035 Retirement Target Fund · FTRCX, FLRGX, FLRHX, FRTAX, FMTLX cheaper diff. adviser | 4% | 0.40% | Franklin Advisers, Inc. |
| 18 | Franklin LifeSmart 2045 Retirement Target Fund · FTTAX, FLRIX, FLRJX, FLRLX, FMLTX cheaper diff. adviser | 4% | 0.40% | Franklin Advisers, Inc. |
| 19 | Franklin LifeSmart 2030 Retirement Target Fund · FLRZX, FLRSX, FLRTX, FLRWX, FLERX cheaper diff. adviser | 4% | 0.40% | Franklin Advisers, Inc. |
| 20 | Franklin LifeSmart 2040 Retirement Target Fund · FLADX, FLOLX, FLSGX, FLREX, FLSHX cheaper diff. adviser | 4% | 0.40% | Franklin Advisers, Inc. |
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