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 & Value ETF · DVLU | 38% | 0.60% | — |
| 3 | Invesco Dorsey Wright Financial Momentum ETF · PFI | 23% | 0.60% | Invesco Capital Management LLC |
| 4 | Large Cap Core Portfolio I | 22% | — | UBS Trust Company of Puerto Rico |
| 5 | Invesco Dorsey Wright Momentum ETF · PDP | 22% | 0.62% | Invesco Capital Management LLC |
| 6 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper | 21% | 0.15% | BlackRock Fund Advisors |
| 7 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 21% | 0.11% | Fidelity Management & Research Company LLC |
| 8 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX | 21% | 0.75% | Crossmark Global Investments, Inc. |
| 9 | Invesco S&P 500 Momentum ETF · SPMO cheaper | 21% | 0.13% | Invesco Capital Management LLC |
| 10 | Growth and Income Portfolio | 21% | 0.93% | Lord, Abbett & Co. LLC |
| 11 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX | 21% | 0.99% | PGIM INVESTMENTS LLC |
| 12 | Fundamental Equity Portfolio | 20% | 1.08% | Lord, Abbett & Co. LLC |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 20% | 0.05% | The Vanguard Group, Inc. |
| 14 | AB RELATIVE VALUE FUND, INC. · CABDX, CBBCX, CBBYX, CBBIX, CBBZX | 19% | 0.62% | AllianceBernstein L.P. |
| 15 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX | 19% | 0.65% | Columbia Management Investment Advisers, LLC |
| 16 | Lord Abbett Fundamental Equity Fund · LDFVX, GILAX, LAVPX, LAVYX, LAVFX, LAVQX, LAVRX, LAVSX, LAVTX, LAVVX, LDFOX | 19% | 0.63% | Lord, Abbett & Co. LLC |
| 17 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX | 19% | 0.65% | Payden & Rygel |
| 18 | Crossmark Large Cap Value ETF cheaper | 19% | 0.50% | Crossmark Global Investments, Inc. |
| 19 | Putnam Focused Large Cap Value ETF cheaper | 18% | 0.55% | Putnam Investment Management, LLC |
| 20 | Bancreek U.S. Large Cap ETF · BCUS | 18% | 0.70% | Exchange Traded Concepts, LLC |
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