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) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 79% | 0.20% | SSGA Funds Management, Inc. |
| 2 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV diff. adviser | 63% | 0.20% | SSGA Funds Management, Inc. |
| 3 | VictoryShares US 500 Volatility Wtd ETF · CFA diff. adviser | 53% | 0.35% | Victory Capital Management Inc. |
| 4 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO diff. adviser | 53% | 0.35% | Victory Capital Management Inc. |
| 5 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 52% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 6 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX diff. adviser | 52% | 0.18% | Invesco Advisers, Inc. |
| 7 | Venerable Mid Cap Index Fund diff. adviser | 52% | 0.40% | Venerable Investment Advisers, LLC |
| 8 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 52% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | PD Mid-Cap Index Portfolio diff. adviser | 52% | 0.19% | Pacific Life Fund Advisors LLC |
| 10 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 51% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 51% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | ProShares Ultra S&P 500 Equal Weight · URSP | 51% | 0.95% | — |
| 13 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 51% | 0.15% | Voya Investments, LLC |
| 14 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 51% | 0.09% | BlackRock Fund Advisors |
| 15 | Voya VACS Index Series MC Portfolio · VVIMX diff. adviser | 51% | — | Voya Investments, LLC |
| 16 | iShares Russell Mid-Cap ETF · IWR diff. adviser | 51% | 0.18% | BlackRock Fund Advisors |
| 17 | iShares Russell Mid-Cap Value ETF · IWS diff. adviser | 51% | 0.23% | BlackRock Fund Advisors |
| 18 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 51% | 0.04% | BlackRock Advisors, LLC |
| 19 | Invesco S&P 500 Equal Weight ETF · RSP diff. adviser | 50% | 0.20% | Invesco Capital Management LLC |
| 20 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 50% | 0.15% | BlackRock Fund Advisors |
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