Long story short, I was a Vanguard Variable Annuity customer who was shuttled over to Transamerica (TA). Without saying anything bad about TA I've decided to do a 1035 exchange to Fidelity Annuities where customer service and transparency are superior. The problem I'm faced is translating the list of funds into equivalents that are offered by the Fidelity Annuity. I'm seeking the forums inputs. (Note: Please do not go down the rabbit hole regarding the investment quality of Variable Annuities. I know but it is what it is after some 30+ years)
I started with a Betterment portfolio recommendation I felt comfortable with risk wise. This produced a list of 11 funds, listed below.
This is the link to the annuity funds currently being offered by Fidelity:
https://fundresearch.fidelity.com/annuities/category-performance-annual-total-returns-quarterly/FPRAIAnd this is the list of funds I'm attempting to match with equivalents:
EMB: iShares Emerging Markets USD Bond
ETFVEA: Vanguard FTSE Developed Markets
BNDX: Vanguard Total International Bond ETF
VWO: Vanguard FTSE Emerging Markets
AGG: iShares Core Total US Bond Market ETF
VTIP: Vanguard Short-Term Inflation-Protected Securities ETF
MUB: iShares National AMT-Free Muni Bond ETF
VTI: Vanguard Total Stock Market ETF
VTV: Vanguard Value ETF
VOE: Vanguard Mid-Cap Value ETF
VBR: Vanguard Small-Cap Value ETF
Any assistance is appreciated. Thanks, BillyBob