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 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 56% | 0.49% | Applied Finance Advisors, LLC |
| 2 | iShares Russell Top 200 ETF · IWL diff. adviser | 55% | 0.15% | BlackRock Fund Advisors |
| 3 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 55% | 0.36% | Voya Investments, LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 5 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper | 55% | 0.10% | Fidelity Management & Research Company LLC |
| 6 | Optimized Equity Income ETF · OEI | 54% | 0.75% | — |
| 7 | SGI Enhanced Market Leaders ETF · LDRX | 54% | 0.59% | — |
| 8 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 54% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | iShares S&P 100 ETF · OEF diff. adviser | 54% | 0.20% | BlackRock Fund Advisors |
| 10 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 53% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 53% | 0.32% | — |
| 12 | VistaShares Target 15 S&P 100 Distribution ETF | 53% | — | — |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 53% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | RACWI US ETF · RAUS cheaper | 53% | 0.00% | — |
| 15 | Fidelity 500 Index Fund · FXAIX cheaper | 53% | 0.01% | Fidelity Management & Research Company LLC |
| 16 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 52% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | State Street S&P 500 Index Fund · SVSPX diff. adviser | 52% | 0.16% | SSGA Funds Management, Inc. |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 52% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | Horizon Defensive Core Fund · HESGX, HESIX, HESAX diff. adviser | 52% | 0.83% | HORIZON INVESTMENTS LLC. |
| 20 | Stock Index Fund · VSTIX diff. adviser | 52% | 0.23% | The Variable Annuity Life Insurance Company |
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