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 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 2 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 3 | First Trust Multi Cap Growth AlphaDEX Fund · FAD cheaper diff. adviser | 31% | 0.63% | First Trust Advisors L.P. |
| 4 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 30% | 0.20% | SSGA Funds Management, Inc. |
| 5 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 30% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 6 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 29% | 0.09% | BlackRock Fund Advisors |
| 7 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 29% | 0.15% | BlackRock Fund Advisors |
| 8 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 28% | 0.17% | DBX Advisors LLC |
| 9 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 28% | 0.57% | First Trust Advisors L.P. |
| 10 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 27% | 0.18% | — |
| 11 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 27% | 0.18% | Invesco Advisers, Inc. |
| 12 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 27% | 0.20% | Invesco Capital Management LLC |
| 13 | VANGUARD U.S. MULTIFACTOR ETF · VFMF cheaper diff. adviser | 27% | 0.18% | The Vanguard Group, Inc. |
| 14 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 26% | 0.41% | John Hancock Investment Management LLC |
| 15 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 26% | 0.00% | — |
| 16 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper diff. adviser | 26% | 0.18% | The Vanguard Group, Inc. |
| 17 | Avantis U.S. Equity ETF · AVUS cheaper | 26% | 0.15% | — |
| 18 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 26% | 0.15% | — |
| 19 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 25% | 0.29% | John Hancock Investment Management LLC |
| 20 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 25% | 0.15% | Fidelity Management & Research Company LLC |
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