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 | Tax-Aware Overlay A Portfolio · SATOX, SATTX cheaper | 78% | 1.07% | AllianceBernstein L.P. |
| 2 | AB Tax-Managed Wealth Appreciation Strategy · ATWAX, ATWCX, ATWYX cheaper | 55% | 0.73% | AllianceBernstein L.P. |
| 3 | AB Wealth Appreciation Strategy · AWAAX, AWACX, AWAYX cheaper | 55% | 0.75% | AllianceBernstein L.P. |
| 4 | AB Global Risk Allocation-Moderate Portfolio cheaper | 50% | 0.53% | AllianceBernstein L.P. |
| 5 | AB Select US Long/Short Portfolio · ASYLX, ASLAX, ASCLX, ASILX | 40% | 1.61% | AllianceBernstein L.P. |
| 6 | iShares MSCI World ETF · URTH cheaper diff. adviser | 38% | 0.24% | BlackRock Fund Advisors |
| 7 | JNL/Mellon World Index Fund cheaper diff. adviser | 38% | 0.30% | Jackson National Asset Management, LLC |
| 8 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 38% | 0.39% | AllianceBernstein L.P. |
| 9 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 38% | 0.09% | DBX Advisors LLC |
| 10 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 38% | 0.25% | BlackRock Fund Advisors |
| 11 | AB US Equity ETF · XCHG cheaper | 38% | 0.50% | — |
| 12 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 37% | 0.42% | Equitable Investment Management Group, LLC |
| 13 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 37% | 0.33% | Wilshire Advisors LLC |
| 15 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 37% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 16 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 37% | 0.09% | — |
| 17 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 37% | 0.39% | Allianz Investment Management LLC |
| 19 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 37% | 0.31% | Jackson National Asset Management, LLC |
| 20 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 37% | 0.01% | Fidelity Management & Research Company LLC |
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