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 | Monarch Ambassador Income ETF · MAMB cheaper diff. adviser | 17% | 1.26% | Kingsview Wealth Management LLC |
| 2 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 17% | 0.45% | Exchange Traded Concepts, LLC |
| 3 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 16% | 0.18% | Invesco Advisers, Inc. |
| 4 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 16% | 0.20% | Invesco Capital Management LLC |
| 5 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 16% | 0.09% | BlackRock Fund Advisors |
| 6 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 15% | 0.57% | First Trust Advisors L.P. |
| 7 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 15% | 0.15% | BlackRock Fund Advisors |
| 8 | ProShares Ultra S&P 500 Equal Weight · URSP cheaper | 15% | 0.95% | — |
| 9 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 14% | 0.09% | DBX Advisors LLC |
| 10 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 14% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 11 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 14% | 0.20% | — |
| 12 | Invesco V.I. Equally-Weighted S&P 500 Fund cheaper diff. adviser | 14% | 0.34% | Invesco Advisers, Inc. |
| 13 | Invesco S&P 500 Equal Weight Income Advantage ETF cheaper diff. adviser | 14% | 0.29% | Invesco Capital Management LLC |
| 14 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL cheaper diff. adviser | 14% | 0.29% | Invesco Capital Management LLC |
| 15 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 13% | 0.29% | John Hancock Investment Management LLC |
| 16 | TFA Tactical Income Fund · TFAZX diff. adviser | 13% | 2.69% | Tactical Fund Advisors, LLC |
| 17 | Hartford Schroders Diversified Opportunities Fund · HFIGX, HFSGX cheaper diff. adviser | 13% | 0.71% | Hartford Funds Management Company, LLC |
| 18 | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF · SZNE cheaper diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 19 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 13% | 0.35% | Victory Capital Management Inc. |
| 20 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX cheaper diff. adviser | 13% | 0.92% | HORIZON INVESTMENTS LLC. |
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