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 | VistaShares Target 15 S&P 100 Distribution ETF | 59% | — | — |
| 2 | iShares S&P 100 ETF · OEF diff. adviser | 58% | 0.20% | BlackRock Fund Advisors |
| 3 | iShares Russell Top 200 ETF · IWL diff. adviser | 58% | 0.15% | BlackRock Fund Advisors |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 57% | 0.05% | The Vanguard Group, Inc. |
| 5 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 57% | 0.36% | Voya Investments, LLC |
| 6 | Optimized Equity Income ETF · OEI | 57% | 0.75% | — |
| 7 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 56% | 0.07% | Reflection Asset Management, LLC |
| 8 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ diff. adviser | 56% | 0.10% | DBX Advisors LLC |
| 9 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 56% | 0.08% | BlackRock Fund Advisors |
| 10 | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 56% | — | — |
| 11 | Invesco S&P 500 Top 50 ETF · XLG diff. adviser | 55% | 0.20% | Invesco Capital Management LLC |
| 12 | SGI Enhanced Market Leaders ETF · LDRX | 55% | 0.59% | — |
| 13 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 55% | 0.50% | Tidal Investments LLC |
| 14 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 55% | 0.75% | Exchange Traded Concepts, LLC |
| 15 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 55% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST diff. adviser | 55% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 17 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 55% | 0.03% | The Vanguard Group, Inc. |
| 18 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX diff. adviser | 55% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 55% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 55% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
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