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 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 2 | Vistashares Target 15 Usa Quality Income ETF · QUSA cheaper | 50% | 0.95% | — |
| 3 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 39% | 0.12% | Principal Global Investors, LLC |
| 4 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 38% | 0.22% | Wellington Management Company LLP |
| 5 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 37% | 0.65% | First Trust Advisors L.P. |
| 6 | iShares MSCI Global Quality Factor ETF · AQLT cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 7 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 36% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 36% | 0.10% | Fidelity Management & Research Company LLC |
| 9 | Invesco S&P 500 Quality ETF · SPHQ cheaper diff. adviser | 35% | 0.15% | Invesco Capital Management LLC |
| 10 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 35% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 11 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 35% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 35% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 13 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 35% | 0.51% | Hartford Funds Management Company, LLC |
| 14 | NYLI VP Dimensional U.S. Equity Portfolio cheaper diff. adviser | 35% | 0.54% | New York Life Investment Management LLC |
| 15 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 35% | 0.62% | Brighthouse Investment Advisers, LLC |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 35% | 1.09% | — |
| 17 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper diff. adviser | 33% | 0.50% | Motley Fool Asset Management |
| 18 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 33% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 19 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 33% | 0.48% | ALPS Advisors, Inc. |
| 20 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 33% | 0.36% | Wellington Management Company LLP |
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