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 | First Trust Dorsey Wright Momentum & Dividend ETF · DDIV | 42% | 0.60% | — |
| 2 | First Trust Dorsey Wright Momentum & Low Volatility ETF · DVOL | 38% | 0.60% | — |
| 3 | Invesco Dorsey Wright Financial Momentum ETF · PFI | 23% | 0.60% | Invesco Capital Management LLC |
| 4 | Knights of Columbus Large Cap Value Fund · KCVIX, KCVSX, KCVVX | 22% | 0.75% | Knights of Columbus Asset Advisors LLC |
| 5 | Invesco Dorsey Wright Momentum ETF · PDP | 20% | 0.62% | Invesco Capital Management LLC |
| 6 | Harbor AlphaEdge Large Cap Value ETF · VLLU cheaper | 19% | 0.25% | Harbor Capital Advisors, Inc. |
| 7 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX | 19% | 0.75% | Crossmark Global Investments, Inc. |
| 8 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX | 19% | 0.78% | Victory Capital Management Inc. |
| 10 | Allspring Large Cap Core Fund · EGOAX, EGOCX, EGOIX, WFLLX, EGORX | 19% | 0.65% | Allspring Funds Management, LLC |
| 11 | Guardian Large Cap Disciplined Value VIP Fund | 18% | 0.97% | Park Avenue Institutional Advisers LLC |
| 12 | Invesco BuyBack AchieversTM ETF · PKW | 18% | 0.62% | Invesco Capital Management LLC |
| 13 | Victory Multi-Cap Fund · MNNAX, MNNCX, MNNYX | 18% | 0.95% | Victory Capital Management Inc. |
| 14 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX | 18% | 0.88% | Victory Capital Management Inc. |
| 15 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX | 18% | 0.73% | PGIM INVESTMENTS LLC |
| 16 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper | 18% | 0.55% | OShaughnessy Asset Management LLC |
| 17 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper | 18% | 0.39% | Invesco Capital Management LLC |
| 18 | Leuthold Select Industries ETF · LST | 18% | 0.65% | Leuthold Group, LLC |
| 19 | VictoryShares US Value Momentum ETF · ULVM cheaper | 17% | 0.20% | Victory Capital Management Inc. |
| 20 | Hartford US Value ETF · VMAX cheaper | 17% | 0.29% | Lattice Strategies LLC |
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