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 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX diff. adviser | 28% | 0.76% | Victory Capital Management Inc. |
| 2 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 24% | 0.05% | Thrivent Asset Management, LLC |
| 3 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE diff. adviser | 23% | 0.52% | Timothy Partners Ltd. |
| 4 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 21% | 0.25% | Invesco Capital Management LLC |
| 5 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper diff. adviser | 20% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 6 | LVIP Invesco Select Equity Income Managed Volatility Fund diff. adviser | 20% | 0.58% | Lincoln Financial Investments Corporation |
| 7 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE diff. adviser | 20% | 0.52% | Timothy Partners Ltd. |
| 8 | MassMutual Disciplined Value Fund | 20% | 0.81% | — |
| 9 | Hartford Longevity Economy ETF · HLGE | 20% | 0.44% | — |
| 10 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 19% | 2.02% | Gotham Asset Management, LLC |
| 11 | Gotham Hedged Core Fund · GCHDX diff. adviser | 19% | 1.70% | Gotham Asset Management, LLC |
| 12 | Large Cap Equity Fund · TLGUX | 19% | 0.47% | — |
| 13 | Humankind U.S. Stock ETF cheaper diff. adviser | 19% | 0.11% | Humankind Benefit Corp |
| 14 | Victory 500 Index VIP Series cheaper diff. adviser | 18% | 0.28% | Victory Capital Management Inc. |
| 15 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 18% | 0.10% | Invesco Capital Management LLC |
| 16 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 17% | 0.32% | — |
| 17 | Timothy Plan Market Neutral ETF · TPMN diff. adviser | 17% | 0.65% | Timothy Partners Ltd. |
| 18 | RiverNorth Patriot ETF diff. adviser | 17% | 0.70% | TrueMark Investments, LLC |
| 19 | Azoria 500 Meritocracy ETF · SPXM | 17% | 0.47% | — |
| 20 | CITY NATIONAL ROCHDALE EQUITY INCOME FUND · RIMHX, CNRHX | 16% | 1.10% | — |
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