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 | Monarch Ambassador Income ETF · MAMB cheaper diff. adviser | 27% | 1.26% | Kingsview Wealth Management LLC |
| 2 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP cheaper diff. adviser | 21% | 0.60% | Transamerica Asset Management, Inc. |
| 3 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 20% | 0.39% | Lincoln Financial Investments Corporation |
| 4 | Transamerica BlackRock iShares Active Asset Allocation - Moderate VP cheaper diff. adviser | 20% | 0.58% | Transamerica Asset Management, Inc. |
| 5 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 20% | 0.91% | Calvert Research and Management |
| 6 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 19% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 7 | CVT Volatility Managed Moderate Growth Portfolio cheaper diff. adviser | 19% | 0.89% | Calvert Research and Management |
| 8 | Bluemonte Short Term Bond ETF · BLST cheaper | 18% | 0.23% | — |
| 9 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 18% | 0.42% | Lincoln Financial Investments Corporation |
| 10 | Bluemonte Core Bond ETF · BDBT cheaper | 18% | 0.23% | — |
| 11 | CVT Volatility Managed Moderate Portfolio cheaper diff. adviser | 18% | 0.88% | Calvert Research and Management |
| 12 | RH Tactical Outlook ETF · RHTX cheaper diff. adviser | 18% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 13 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 17% | 0.38% | Transamerica Asset Management, Inc. |
| 14 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 17% | 0.40% | Transamerica Asset Management, Inc. |
| 15 | DGI BALANCED FUND · DGIBX, DGITX, DGINX cheaper diff. adviser | 17% | 1.45% | ORIENTAL TRUST |
| 16 | Monarch ProCap ETF · MPRO cheaper diff. adviser | 15% | 1.07% | Kingsview Wealth Management LLC |
| 17 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX cheaper diff. adviser | 15% | 0.72% | DWS Investment Management Americas, Inc. |
| 18 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 15% | 0.59% | Transamerica Asset Management, Inc. |
| 19 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX cheaper diff. adviser | 15% | 0.25% | Voya Investments, LLC |
| 20 | iShares Interest Rate Hedged Corporate Bond ETF · LQDH cheaper diff. adviser | 15% | 0.24% | BlackRock Fund Advisors |
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