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 | SGI Prudent Growth Fund · SGPGX | 25% | 1.95% | Summit Global Investment, LLC |
| 2 | SGI Dynamic Tactical ETF · DYTA | 24% | 1.32% | Summit Global Investment, LLC |
| 3 | Bluemonte Global Equity ETF · BINT cheaper | 8% | 0.23% | — |
| 4 | Equitable Conservative Growth MF/ETF cheaper diff. adviser | 8% | 0.85% | Equitable Investment Management Group, LLC |
| 5 | Defined Duration 10 ETF · DDX cheaper | 8% | 0.25% | — |
| 6 | Equitable Moderate Growth MF/ETF Portfolio cheaper diff. adviser | 8% | 0.85% | Equitable Investment Management Group, LLC |
| 7 | Equitable Growth MF/ETF Portfolio cheaper diff. adviser | 8% | 0.90% | Equitable Investment Management Group, LLC |
| 8 | Defined Duration 20 ETF · DDXX cheaper | 8% | 0.25% | — |
| 9 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX cheaper diff. adviser | 8% | 0.60% | ALPS Advisors, Inc. |
| 10 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX cheaper diff. adviser | 8% | 0.57% | ALPS Advisors, Inc. |
| 11 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 8% | 0.29% | Valmark Advisers, Inc. |
| 12 | TOPS Growth ETF Portfolio cheaper diff. adviser | 8% | 0.30% | Valmark Advisers, Inc. |
| 13 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 8% | 0.29% | Valmark Advisers, Inc. |
| 14 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 8% | 0.34% | Lincoln Financial Investments Corporation |
| 15 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 8% | 0.28% | Empower Capital Management, LLC |
| 16 | VOYA TARGET RETIREMENT 2045 FUND · IRSPX, VTRMX, VTRNX, VRRLX cheaper diff. adviser | 8% | 0.25% | Voya Investments, LLC |
| 17 | VOYA TARGET RETIREMENT 2050 FUND · IRSQX, VTROX, VTRPX, VRRMX cheaper diff. adviser | 8% | 0.25% | Voya Investments, LLC |
| 18 | VOYA TARGET RETIREMENT 2055 FUND · IRSVX, VTRQX, VTRRX, VRRNX cheaper diff. adviser | 8% | 0.25% | Voya Investments, LLC |
| 19 | VOYA TARGET RETIREMENT 2060 FUND · VRSAX, VTRSX, VTRUX, VRROX cheaper diff. adviser | 8% | 0.25% | Voya Investments, LLC |
| 20 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 8% | 0.27% | Jackson National Asset Management, LLC |
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