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 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 55% | 0.12% | SSGA Funds Management, Inc. |
| 2 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 53% | 0.18% | — |
| 3 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 53% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 53% | 0.32% | — |
| 5 | Horizon Expedition Plus ETF · HBTA diff. adviser | 52% | 0.86% | HORIZON INVESTMENTS LLC. |
| 6 | Reverb ETF · VOXP cheaper diff. adviser | 52% | 0.30% | Distribution Cognizant LLC |
| 7 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 51% | 0.20% | WisdomTree Asset Management, Inc. |
| 8 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 51% | 0.18% | Nationwide Fund Advisors |
| 9 | SA Large Cap Index Portfolio cheaper diff. adviser | 51% | 0.25% | SunAmerica Asset Management, LLC |
| 10 | Horizon Managed Risk ETF · SFTY diff. adviser | 51% | 0.77% | HORIZON INVESTMENTS LLC. |
| 11 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 51% | 0.60% | Pacer Advisors, Inc. |
| 12 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 51% | 0.05% | TCW Investment Management Company LLC |
| 13 | Horizon Core Equity ETF · STOX diff. adviser | 51% | 0.70% | HORIZON INVESTMENTS LLC. |
| 14 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 51% | 0.29% | Invesco Capital Management LLC |
| 15 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 50% | 0.09% | PROSHARE ADVISORS LLC |
| 16 | RACWI US ETF · RAUS cheaper | 50% | 0.00% | — |
| 17 | Calvert U.S. Large Cap Core Responsible Index Fund · CSXAX, CSXCX, CISIX, CSXRX cheaper diff. adviser | 50% | 0.19% | Calvert Research and Management |
| 18 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 50% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 19 | Clearwater Core Equity Fund · QWVPX diff. adviser | 50% | 0.90% | Clearwater Management Co Inc. |
| 20 | Calvert US Large-Cap Core Responsible Index ETF · CVLC cheaper | 50% | 0.15% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.