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 | NEOS MSCI EAFE High Income ETF · NIHI cheaper diff. adviser | 85% | 0.68% | NEOS Investment Management, LLC |
| 2 | Overlay Shares Foreign Equity ETF · OVF cheaper | 80% | 0.83% | — |
| 3 | P/E Global Enhanced International Fund · PEIGX, PEIAX, PEIEX diff. adviser | 49% | 1.03% | P/E Global LLC |
| 4 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 39% | 0.93% | Brighthouse Investment Advisers, LLC |
| 5 | Virtus AlphaSimplex Global Macro ETF | 32% | — | — |
| 6 | 1290 VT Moderate Growth Allocation Portfolio cheaper diff. adviser | 30% | 0.85% | Equitable Investment Management Group, LLC |
| 7 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 29% | 0.70% | AllianceBernstein L.P. |
| 8 | EQ/American Century Moderate Growth Allocation Portfolio diff. adviser | 29% | 0.90% | Equitable Investment Management Group, LLC |
| 9 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP cheaper diff. adviser | 27% | 0.58% | Transamerica Asset Management, Inc. |
| 10 | Active/Passive Very Aggressive Portfolio cheaper diff. adviser | 23% | 0.66% | Mason Street Advisors, LLC |
| 11 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 22% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 12 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 22% | 0.64% | Transamerica Asset Management, Inc. |
| 13 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX cheaper diff. adviser | 22% | 0.58% | New York Life Investment Management LLC |
| 14 | AVIP Constellation Managed Risk Growth Portfolio cheaper diff. adviser | 22% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 15 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper diff. adviser | 21% | 0.67% | Allspring Funds Management, LLC |
| 16 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 21% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 17 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 20% | 0.40% | Transamerica Asset Management, Inc. |
| 18 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 19% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 19 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 19% | 0.23% | Nationwide Fund Advisors |
| 20 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 19% | 0.66% | CONSTELLATION INVESTMENTS INC |
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