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 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper | 47% | 0.43% | SRN Advisors LLC |
| 2 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 3 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 26% | 0.59% | Calvert Research and Management |
| 4 | Calamos Antetokounmpo Sustainable Equities Fund cheaper diff. adviser | 25% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 5 | HVIA EQUITY FUND · HVEIX, HVENX cheaper diff. adviser | 25% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 6 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 25% | 0.47% | — |
| 7 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 25% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 25% | 0.70% | BAMCO, Inc. |
| 9 | NYLI VP Dimensional U.S. Equity Portfolio cheaper diff. adviser | 24% | 0.54% | New York Life Investment Management LLC |
| 10 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 24% | 0.61% | Parnassus Investments, LLC |
| 11 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 24% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 24% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 24% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 14 | SEI Enhanced U.S. Large Cap Quality Factor ETF · SEIQ cheaper diff. adviser | 24% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX cheaper diff. adviser | 23% | 1.22% | MAI Capital Management, LLC |
| 16 | iShares MSCI Global Quality Factor ETF · AQLT cheaper diff. adviser | 23% | 0.20% | BlackRock Fund Advisors |
| 17 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 23% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Penn Series Large Cap Growth Fund cheaper diff. adviser | 23% | 0.86% | Penn Mutual Asset Management, LLC |
| 19 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper diff. adviser | 23% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Vistashares Target 15 Usa Quality Income ETF · QUSA cheaper | 23% | 0.95% | — |
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