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 S&P 500 Economic Moat ETF · EMOT | 34% | 0.60% | — |
| 2 | Global X S&P 500 U.S. Revenue Leaders ETF · EGLE cheaper | 30% | 0.19% | Global X Management Company LLC |
| 3 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 30% | 0.06% | Charles Schwab Investment Management, Inc. |
| 4 | State Street(R) Health Care Select Sector SPDR(R) ETF · XLV cheaper diff. adviser | 26% | 0.08% | SSGA Funds Management, Inc. |
| 5 | PROFUND VP HEALTH CARE diff. adviser | 26% | 1.68% | ProFund Advisors LLC |
| 6 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 26% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 26% | 0.52% | Invesco Capital Management LLC |
| 8 | JNL/Mellon Healthcare Sector Fund cheaper diff. adviser | 26% | 0.28% | Jackson National Asset Management, LLC |
| 9 | Fidelity MSCI Health Care Index ETF · FHLC cheaper diff. adviser | 25% | 0.08% | Fidelity Management & Research Company LLC |
| 10 | VANGUARD HEALTH CARE INDEX FUND · VHCIX, VHT cheaper diff. adviser | 25% | 0.09% | The Vanguard Group, Inc. |
| 11 | HEALTH CARE ULTRASECTOR PROFUND · HCPIX, HCPSX diff. adviser | 25% | 1.76% | ProFund Advisors LLC |
| 12 | THRIVENT HEALTHCARE PORTFOLIO diff. adviser | 24% | 0.86% | Thrivent Financial for Lutherans |
| 13 | DWS Health and Wellness Fund · SUHAX, SUHCX, SCHLX, SUHIX diff. adviser | 24% | 1.03% | DWS Investment Management Americas, Inc. |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 24% | 0.04% | The Vanguard Group, Inc. |
| 15 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 24% | 0.48% | ALPS Advisors, Inc. |
| 16 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 24% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 17 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 24% | 0.54% | New York Life Investment Management LLC |
| 18 | iShares U.S. Healthcare ETF · IYH diff. adviser | 24% | 0.38% | BlackRock Fund Advisors |
| 19 | Strive 1000 Dividend Growth ETF · STXD diff. adviser | 24% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 24% | 0.49% | Pacer Advisors, Inc. |
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