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 Enhanced Volatility Wtd ETF · CFO | 100% | 0.35% | Victory Capital Management Inc. |
| 2 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 71% | 0.09% | BlackRock Fund Advisors |
| 3 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 71% | 0.15% | BlackRock Fund Advisors |
| 4 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 69% | 0.18% | Invesco Advisers, Inc. |
| 5 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 68% | 0.20% | Invesco Capital Management LLC |
| 6 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 68% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 7 | Invesco V.I. Equally-Weighted S&P 500 Fund cheaper diff. adviser | 61% | 0.34% | Invesco Advisers, Inc. |
| 8 | DoubleLine Fortune 500 Equal Weight ETF · DFVE cheaper diff. adviser | 61% | 0.20% | DoubleLine ETF Adviser LP |
| 9 | ProShares Ultra S&P 500 Equal Weight · URSP | 60% | 0.95% | — |
| 10 | Invesco S&P 500 Equal Weight Income Advantage ETF cheaper diff. adviser | 59% | 0.29% | Invesco Capital Management LLC |
| 11 | Stratified LargeCap Index ETF · SSPY diff. adviser | 58% | 0.45% | Exchange Traded Concepts, LLC |
| 12 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 57% | 0.29% | John Hancock Investment Management LLC |
| 13 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 54% | 0.57% | First Trust Advisors L.P. |
| 14 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 53% | 0.17% | DBX Advisors LLC |
| 15 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 51% | 0.04% | BlackRock Fund Advisors |
| 16 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 17 | PROFUND VP LARGE CAP VALUE diff. adviser | 49% | 1.68% | ProFund Advisors LLC |
| 18 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 49% | 0.20% | SSGA Funds Management, Inc. |
| 19 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 49% | 1.78% | ProFund Advisors LLC |
| 20 | Timothy Plan US Large/Mid Cap Core ETF · TPLC diff. adviser | 48% | 0.52% | Timothy Partners Ltd. |
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