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 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 58% | 0.15% | — |
| 2 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper diff. adviser | 58% | 0.09% | PROSHARE ADVISORS LLC |
| 3 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 57% | 0.08% | BlackRock Fund Advisors |
| 4 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 57% | 0.00% | — |
| 5 | U.S. Large Cap Equity Portfolio cheaper | 57% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Avantis U.S. Equity ETF · AVUS cheaper | 56% | 0.15% | — |
| 7 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 56% | 0.08% | WisdomTree Asset Management, Inc. |
| 8 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 56% | 0.04% | BlackRock Fund Advisors |
| 9 | Impact Shares Naacp Minority Empowerment ETF · NACP diff. adviser | 55% | 0.49% | Tidal Investments LLC |
| 10 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 55% | 0.98% | HORIZON INVESTMENTS LLC. |
| 11 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 55% | 0.07% | DBX Advisors LLC |
| 12 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST diff. adviser | 55% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 13 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 55% | 0.05% | TCW Investment Management Company LLC |
| 14 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 55% | 0.29% | John Hancock Investment Management LLC |
| 15 | Persimmon Long/Short Fund · LSEIX diff. adviser | 54% | 1.99% | Dakota Wealth, LLC. |
| 16 | Invesco S&P 500 BuyWrite ETF · PBP diff. adviser | 54% | 0.29% | Invesco Capital Management LLC |
| 17 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 18 | CYBER HORNET S&P 500 · INDEX diff. adviser | 54% | 0.25% | CYBER HORNET ETFs, LLC |
| 19 | AVIP S&P 500 Index Portfolio diff. adviser | 54% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 20 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 54% | 0.23% | Thrivent Financial for Lutherans |
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