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 | Upar Ultra Risk Parity ETF · UPAR | 66% | 0.65% | Tidal Investments LLC |
| 2 | Northern Trust 2055 Inflation-Linked Distributing Ladder ETF · TIPD cheaper diff. adviser | 32% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | PIMCO Long-Term Real Return Fund · PRAIX, PRTPX diff. adviser | 32% | 2.28% | Pacific Investment Management Company LLC |
| 4 | PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · LTPZ cheaper diff. adviser | 30% | 0.20% | Pacific Investment Management Company LLC |
| 5 | Fidelity Series 5+ Year Inflation-Protected Bond Index Fund · FSTDX cheaper diff. adviser | 25% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 24% | 0.26% | Jackson National Asset Management, LLC |
| 7 | PFG Global Equity Index Fund diff. adviser | 22% | 1.99% | Pacific Financial Group, LLC |
| 8 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX diff. adviser | 22% | 0.60% | ALPS Advisors, Inc. |
| 9 | Elm Market Navigator ETF · ELM cheaper | 22% | 0.24% | — |
| 10 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 21% | 0.27% | Jackson National Asset Management, LLC |
| 11 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX diff. adviser | 20% | 0.57% | ALPS Advisors, Inc. |
| 12 | Sarmaya Thematic ETF · LENS diff. adviser | 20% | 0.79% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX diff. adviser | 19% | 0.59% | ALPS Advisors, Inc. |
| 14 | Defined Duration 20 ETF · DDXX cheaper | 19% | 0.25% | — |
| 15 | Inflation Protected Fund · VCTPX diff. adviser | 18% | 0.54% | The Variable Annuity Life Insurance Company |
| 16 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX diff. adviser | 18% | 0.59% | ALPS Advisors, Inc. |
| 17 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 18% | 0.27% | Jackson National Asset Management, LLC |
| 18 | STKd 100% Bitcoin & 100% Gold ETF · BTGD | 18% | 1.05% | Tidal Investments LLC |
| 19 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper diff. adviser | 16% | 0.12% | SSGA Funds Management, Inc. |
| 20 | PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · TIPZ cheaper diff. adviser | 15% | 0.20% | Pacific Investment Management Company LLC |
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