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 | The Brinsmere Fund - Growth ETF · TBFG | 64% | 0.46% | — |
| 2 | Frontier Asset Opportunistic Credit ETF · FOPC | 25% | 0.87% | Frontier Asset Management, LLC |
| 3 | TOPS Conservative ETF Portfolio cheaper | 23% | 0.31% | Valmark Advisers, Inc. |
| 4 | TOPS Balanced ETF Portfolio cheaper | 23% | 0.30% | Valmark Advisers, Inc. |
| 5 | TOPS Managed Risk Balanced ETF Portfolio | 22% | 0.51% | Valmark Advisers, Inc. |
| 6 | EQ/American Century Moderate Growth Allocation Portfolio | 21% | 0.90% | Equitable Investment Management Group, LLC |
| 7 | TOPS Managed Risk Flex ETF Portfolio | 21% | 0.95% | Valmark Advisers, Inc. |
| 8 | Defined Duration 10 ETF · DDX cheaper | 20% | 0.25% | — |
| 9 | TOPS Moderate Growth ETF Portfolio cheaper | 19% | 0.29% | Valmark Advisers, Inc. |
| 10 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 19% | 0.35% | AssetMark Inc. |
| 11 | TOPS Managed Risk Moderate Growth ETF Portfolio | 18% | 0.50% | Valmark Advisers, Inc. |
| 12 | WisdomTree Bianco Total Return Fund · WTBN | 18% | 0.60% | WisdomTree Asset Management, Inc. |
| 13 | JNL/Vanguard Moderate ETF Allocation Fund cheaper | 17% | 0.27% | Jackson National Asset Management, LLC |
| 14 | Kensington Credit Opportunities ETF · KAMO | 16% | 0.94% | Kensington Asset Management, LLC |
| 15 | ClearShares OCIO ETF · OCIO | 16% | 0.65% | ClearShares LLC |
| 16 | TOPS Growth ETF Portfolio cheaper | 14% | 0.30% | Valmark Advisers, Inc. |
| 17 | Defined Duration 5 ETF · DDV cheaper | 14% | 0.25% | — |
| 18 | TOPS Managed Risk Growth ETF Portfolio | 14% | 0.50% | Valmark Advisers, Inc. |
| 19 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper | 13% | 0.27% | Jackson National Asset Management, LLC |
| 20 | AVIP Constellation Dynamic Risk Balanced Portfolio | 13% | 0.88% | CONSTELLATION INVESTMENTS INC |
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