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 | P/E Global Enhanced International Fund · PEIGX, PEIAX, PEIEX cheaper diff. adviser | 49% | 1.03% | P/E Global LLC |
| 2 | PMV Adaptive Risk Parity ETF · ARP diff. adviser | 34% | 1.42% | PMV Capital Advisers LLC |
| 3 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 20% | 0.34% | Lincoln Financial Investments Corporation |
| 4 | Bluemonte Global Equity ETF · BINT cheaper | 20% | 0.23% | — |
| 5 | Rareview Systematic Equity ETF · RSEE | 20% | 2.77% | — |
| 6 | VOYA TARGET RETIREMENT 2060 FUND · VRSAX, VTRSX, VTRUX, VRROX cheaper diff. adviser | 20% | 0.25% | Voya Investments, LLC |
| 7 | VOYA TARGET RETIREMENT 2065 FUND · VTUFX, VTAUX, VTIUX, VTURX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 8 | Voya Target Retirement 2070 Fund · VTRBX, VTRAX, VTRTX, VTRLX cheaper | 19% | 0.25% | — |
| 9 | VOYA TARGET RETIREMENT 2055 FUND · IRSVX, VTRQX, VTRRX, VRRNX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 10 | VOYA TARGET RETIREMENT 2050 FUND · IRSQX, VTROX, VTRPX, VRRMX cheaper diff. adviser | 19% | 0.25% | Voya Investments, LLC |
| 11 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 18% | 0.29% | Valmark Advisers, Inc. |
| 12 | Avos Global Equities ETF cheaper | 18% | 0.64% | — |
| 13 | VOYA TARGET RETIREMENT 2045 FUND · IRSPX, VTRMX, VTRNX, VRRLX cheaper diff. adviser | 18% | 0.25% | Voya Investments, LLC |
| 14 | TOPS Growth ETF Portfolio cheaper diff. adviser | 17% | 0.30% | Valmark Advisers, Inc. |
| 15 | TOPS Managed Risk Growth ETF Portfolio cheaper diff. adviser | 16% | 0.50% | Valmark Advisers, Inc. |
| 16 | VOYA TARGET RETIREMENT 2040 FUND · IRSOX, VTRJX, VTRKX, VRRKX cheaper diff. adviser | 15% | 0.25% | Voya Investments, LLC |
| 17 | Popular Total Return Fund Inc. diff. adviser | 15% | 1.62% | Popular Asset Management LLC |
| 18 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 14% | 0.91% | Calvert Research and Management |
| 19 | PFG Global Equity Index Fund diff. adviser | 14% | 1.99% | Pacific Financial Group, LLC |
| 20 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 14% | 0.28% | Empower Capital Management, LLC |
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