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 | Fidelity Low Volatility Factor ETF · FDLO | 62% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 54% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 47% | 0.48% | ALPS Advisors, Inc. |
| 4 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 5 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI | 46% | 0.14% | — |
| 6 | Fidelity Dividend ETF for Rising Rates · FDRR | 46% | 0.15% | Fidelity Management & Research Company LLC |
| 7 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS diff. adviser | 45% | 0.15% | SSGA Funds Management, Inc. |
| 8 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 44% | 0.08% | BlackRock Fund Advisors |
| 9 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 43% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 10 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW diff. adviser | 43% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 43% | 0.92% | HORIZON INVESTMENTS LLC. |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 43% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 43% | 0.06% | Franklin Advisory Services, LLC |
| 14 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 43% | 0.35% | BlackRock Fund Advisors |
| 15 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 42% | 1.09% | — |
| 16 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 42% | 0.50% | Tidal Investments LLC |
| 17 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV diff. adviser | 42% | 0.12% | SSGA Funds Management, Inc. |
| 18 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 42% | 0.48% | DWS Investment Management Americas, Inc. |
| 19 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 42% | 0.79% | Aptus Capital Advisors, LLC |
| 20 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 42% | 0.49% | Applied Finance Advisors, LLC |
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