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 | Toews Hedged Oceana Fund · THIDX diff. adviser | 49% | 1.28% | Toews Corporation |
| 2 | Overlay Shares Foreign Equity ETF · OVF cheaper | 49% | 0.83% | — |
| 3 | Strategy Shares Newfound/Resolve Robust Momentum ETF · ROMO cheaper diff. adviser | 49% | 0.87% | Rational Advisors, Inc. |
| 4 | NEOS MSCI EAFE High Income ETF · NIHI cheaper diff. adviser | 49% | 0.68% | NEOS Investment Management, LLC |
| 5 | PMV Adaptive Risk Parity ETF · ARP diff. adviser | 34% | 1.42% | PMV Capital Advisers LLC |
| 6 | BlackRock Global Tactical Strategies Portfolio cheaper diff. adviser | 25% | 0.93% | Brighthouse Investment Advisers, LLC |
| 7 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 20% | 0.34% | Lincoln Financial Investments Corporation |
| 8 | Bluemonte Global Equity ETF · BINT cheaper | 20% | 0.23% | — |
| 9 | Rareview Systematic Equity ETF · RSEE | 20% | 2.77% | — |
| 10 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX cheaper diff. adviser | 20% | 0.58% | New York Life Investment Management LLC |
| 11 | VOYA TARGET RETIREMENT 2060 FUND · VRSAX, VTRSX, VTRUX, VRROX cheaper diff. adviser | 20% | 0.25% | Voya Investments, LLC |
| 12 | VOYA TARGET RETIREMENT 2065 FUND · VTUFX, VTAUX, VTIUX, VTURX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 13 | Voya Target Retirement 2070 Fund · VTRBX, VTRAX, VTRTX, VTRLX cheaper | 19% | 0.25% | — |
| 14 | VOYA TARGET RETIREMENT 2055 FUND · IRSVX, VTRQX, VTRRX, VRRNX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 15 | VOYA TARGET RETIREMENT 2050 FUND · IRSQX, VTROX, VTRPX, VRRMX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 16 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 18% | 0.29% | Valmark Advisers, Inc. |
| 17 | EQ/American Century Moderate Growth Allocation Portfolio cheaper diff. adviser | 18% | 0.90% | Equitable Investment Management Group, LLC |
| 18 | Avos Global Equities ETF cheaper | 18% | 0.64% | — |
| 19 | VOYA TARGET RETIREMENT 2045 FUND · IRSPX, VTRMX, VTRNX, VRRLX cheaper diff. adviser | 18% | 0.25% | Voya Investments, LLC |
| 20 | Virtus AlphaSimplex Global Macro ETF | 17% | — | — |
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