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 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper | 21% | 0.38% | Transamerica Asset Management, Inc. |
| 2 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper | 21% | 0.40% | Transamerica Asset Management, Inc. |
| 3 | AAMA EQUITY FUND · AMFEX | 19% | 1.18% | Advanced Asset Management Advisors, Inc. |
| 4 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper | 19% | 0.40% | Transamerica Asset Management, Inc. |
| 5 | Dakota Active Equity ETF · DAK cheaper | 18% | 0.43% | — |
| 6 | 1290 VT Moderate Growth Allocation Portfolio | 18% | 0.85% | Equitable Investment Management Group, LLC |
| 7 | Cambria US EW ETF · USEW cheaper | 18% | 0.30% | — |
| 8 | EQ/American Century Moderate Growth Allocation Portfolio | 17% | 0.90% | Equitable Investment Management Group, LLC |
| 9 | AVIP Constellation Managed Risk Moderate Growth Portfolio cheaper | 17% | 0.65% | CONSTELLATION INVESTMENTS INC |
| 10 | Ironclad Managed Risk Fund · IRONX | 17% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 11 | U.S. LargeCap S&P 500 Index Buffer July Account | 17% | 0.99% | Principal Global Investors, LLC |
| 12 | Goldman Sachs Buffered S&P 500 Fund - Jan/Jul cheaper | 17% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 13 | Goldman Sachs Buffered S&P 500 Fund - Mar/Sep cheaper | 17% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 14 | Goldman Sachs Buffered S&P 500 Fund - May/Nov cheaper | 17% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 15 | U.S. LargeCap S&P 500 Index Buffer October Account | 17% | 0.99% | Principal Global Investors, LLC |
| 16 | U.S. LargeCap S&P 500 Index Buffer April Account | 17% | 0.99% | Principal Global Investors, LLC |
| 17 | U.S. LargeCap S&P 500 Index Buffer January Account | 17% | 1.00% | Principal Global Investors, LLC |
| 18 | TOPS Growth ETF Portfolio cheaper | 17% | 0.30% | Valmark Advisers, Inc. |
| 19 | TOPS Aggressive Growth ETF Portfolio cheaper | 17% | 0.29% | Valmark Advisers, Inc. |
| 20 | TOPS Managed Risk Growth ETF Portfolio cheaper | 16% | 0.50% | Valmark Advisers, Inc. |
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