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 | Strategy Shares Newfound/Resolve Robust Momentum ETF · ROMO | 80% | 0.87% | Rational Advisors, Inc. |
| 2 | NEOS MSCI EAFE High Income ETF · NIHI cheaper | 80% | 0.68% | NEOS Investment Management, LLC |
| 3 | P/E Global Enhanced International Fund · PEIGX, PEIAX, PEIEX | 49% | 1.03% | P/E Global LLC |
| 4 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper | 32% | 0.65% | Tidal Investments LLC |
| 5 | Virtus AlphaSimplex Global Macro ETF | 26% | — | — |
| 6 | BlackRock Global Tactical Strategies Portfolio | 25% | 0.93% | Brighthouse Investment Advisers, LLC |
| 7 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX cheaper | 25% | 0.58% | New York Life Investment Management LLC |
| 8 | Brookstone Active ETF | 22% | 0.99% | Brookstone Asset Management, LLC |
| 9 | AB Balanced Hedged Allocation Portfolio cheaper | 21% | 0.70% | AllianceBernstein L.P. |
| 10 | NYLI Growth ETF Allocation Fund · MOEAX, MOECX, MOEIX, MOERX, MOEVX cheaper | 20% | 0.56% | New York Life Investment Management LLC |
| 11 | Myriad Dynamic Asset Allocation ETF · MDAA | 20% | 0.97% | — |
| 12 | Bluemonte Global Equity ETF · BINT cheaper | 20% | 0.23% | — |
| 13 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper | 18% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 14 | EQ/American Century Moderate Growth Allocation Portfolio | 18% | 0.90% | Equitable Investment Management Group, LLC |
| 15 | Main International ETF · INTL | 18% | 0.89% | Main Management ETF Advisors, LLC |
| 16 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper | 17% | 0.67% | Allspring Funds Management, LLC |
| 17 | NYLI Moderate ETF Allocation Fund · MDAKX, MDAIX, MDARX, MDAAX, MDAVX cheaper | 15% | 0.51% | New York Life Investment Management LLC |
| 18 | 1290 VT Moderate Growth Allocation Portfolio | 15% | 0.85% | Equitable Investment Management Group, LLC |
| 19 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 15% | 0.49% | — |
| 20 | AB All Market Total Return Portfolio · ABWAX, ABWCX, ABWYX, ABWIX | 14% | 0.89% | AllianceBernstein L.P. |
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