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 | Dimensional US High Profitability ETF · DUHP cheaper | 85% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 2 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 85% | 0.54% | New York Life Investment Management LLC |
| 3 | U.S. Large Cap Growth Portfolio cheaper | 74% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 4 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 5 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX diff. adviser | 52% | 0.65% | Equitable Investment Management, LLC |
| 6 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper diff. adviser | 49% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 7 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 49% | 0.10% | Fidelity Management & Research Company LLC |
| 8 | SA U.S. Core Market Fund diff. adviser | 46% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 9 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 46% | 0.49% | Applied Finance Advisors, LLC |
| 10 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 46% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | U.S. Large Cap Equity Portfolio cheaper | 46% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 12 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW diff. adviser | 46% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 45% | 0.57% | BlackRock Advisors, LLC |
| 14 | Avantis U.S. Quality ETF · AVUQ cheaper | 45% | 0.15% | — |
| 15 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 45% | 1.09% | — |
| 16 | AST Large-Cap Equity Portfolio diff. adviser | 44% | 0.83% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | Harbor Human Capital Factor US Large Cap ETF · HAPI diff. adviser | 44% | 0.35% | Harbor Capital Advisors, Inc. |
| 18 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 44% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Dimensional US Large Cap Vector ETF · DFVX cheaper | 44% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 44% | 0.15% | DBX Advisors LLC |
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