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 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX | 37% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 2 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 29% | 0.57% | — |
| 3 | Sarofim Equity Fund · SRFMX diff. adviser | 26% | 0.70% | Fayez Sarofim & Co., LLC |
| 4 | Global X S&P 500 Tail Risk ETF · XTR cheaper diff. adviser | 26% | 0.25% | Global X Management Company LLC |
| 5 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 26% | 0.02% | Global X Management Company LLC |
| 6 | Global X Adaptive U.S. Risk Management ETF · ONOF cheaper diff. adviser | 26% | 0.39% | Global X Management Company LLC |
| 7 | Global X S&P 500 Risk Managed Income ETF · XRMI cheaper diff. adviser | 26% | 0.60% | Global X Management Company LLC |
| 8 | Global X S&P 500 Covered Call ETF · XYLD cheaper diff. adviser | 26% | 0.60% | Global X Management Company LLC |
| 9 | Global X S&P 500 Covered Call & Growth ETF · XYLG cheaper diff. adviser | 26% | 0.35% | Global X Management Company LLC |
| 10 | Global X S&P 500 Collar 95-110 ETF · XCLR cheaper diff. adviser | 26% | 0.25% | Global X Management Company LLC |
| 11 | Invesco Rising Dividends Fund cheaper diff. adviser | 26% | 0.64% | Invesco Advisers, Inc. |
| 12 | SIMT S&P 500 Index Fund · SSPIX, TRQIX, SPIIX, SETYX cheaper | 25% | 0.54% | — |
| 13 | SIIT S&P 500 INDEX FUND · SPINX cheaper diff. adviser | 25% | 0.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | Global X S&P 500 Christian Values ETF · CHRI cheaper diff. adviser | 25% | 0.29% | Global X Management Company LLC |
| 15 | Global X S&P 500 Catholic Values ETF · CATH cheaper diff. adviser | 25% | 0.29% | Global X Management Company LLC |
| 16 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 25% | 0.85% | Fred Alger Management, Inc. |
| 17 | New Covenant Growth Fund · NCGFX diff. adviser | 25% | 0.98% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 25% | 0.62% | Fred Alger Management, Inc. |
| 19 | SIMT LARGE CAP INDEX FUND · SLGFX cheaper | 24% | 0.64% | — |
| 20 | Capital Group Conservative Equity ETF · CGCV cheaper diff. adviser | 24% | 0.33% | Capital Research and Management Company |
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