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 | Invesco Bloomberg Analyst Rating Improvers ETF · UPGD cheaper diff. adviser | 15% | 0.40% | Invesco Capital Management LLC |
| 2 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 14% | 0.49% | Pacer Advisors, Inc. |
| 3 | Pacer US Cash Cows 100 ETF · COWZ cheaper diff. adviser | 14% | 0.49% | Pacer Advisors, Inc. |
| 4 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper diff. adviser | 14% | 0.58% | First Trust Advisors L.P. |
| 5 | Monteagle Select Value Fund · MVEIX diff. adviser | 13% | 1.48% | Park Place Capital Corporation |
| 6 | Invesco S&P 500 Equal Weight Health Care ETF · RSPH cheaper diff. adviser | 13% | 0.40% | Invesco Capital Management LLC |
| 7 | VANGUARD WINDSOR FUND · VWNDX, VWNEX cheaper diff. adviser | 13% | 0.18% | Wellington Management Company LLP, Pzena Investment Management, LLC |
| 8 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 13% | 0.07% | SSGA Funds Management, Inc. |
| 9 | Gotham Large Value Fund · GVALX cheaper diff. adviser | 13% | 0.75% | Gotham Asset Management, LLC |
| 10 | First Trust Lunt U.S. Factor Rotation ETF · FCTR cheaper diff. adviser | 13% | 0.65% | First Trust Advisors L.P. |
| 11 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 13% | 0.35% | Victory Capital Management Inc. |
| 12 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 12% | 0.35% | Victory Capital Management Inc. |
| 13 | VanEck Morningstar Wide Moat ETF · MOAT cheaper diff. adviser | 12% | 0.46% | Van Eck Associates Corporation |
| 14 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper diff. adviser | 12% | 0.49% | Van Eck Associates Corporation |
| 15 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 12% | 0.45% | Jackson National Asset Management, LLC |
| 16 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS cheaper diff. adviser | 12% | 0.40% | Invesco Capital Management LLC |
| 17 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 12% | 0.20% | SSGA Funds Management, Inc. |
| 18 | VanEck Morningstar SMID Moat ETF · SMOT cheaper diff. adviser | 12% | 0.49% | Van Eck Associates Corporation |
| 19 | JNL/Morningstar SMID Moat Focus Index Fund cheaper diff. adviser | 12% | 0.46% | Jackson National Asset Management, LLC |
| 20 | Thompson LargeCap Fund · THPGX diff. adviser | 12% | 0.99% | Thompson Investment Management, Inc. |
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