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 Multi Cap Growth AlphaDEX Fund · FAD | 49% | 0.63% | First Trust Advisors L.P. |
| 2 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 43% | 0.57% | First Trust Advisors L.P. |
| 3 | iShares Morningstar Mid-Cap Growth ETF · IMCG cheaper diff. adviser | 38% | 0.06% | BlackRock Fund Advisors |
| 4 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 36% | 0.31% | AQR Capital Management, LLc |
| 5 | Invesco Dorsey Wright Momentum ETF · PDP diff. adviser | 35% | 0.62% | Invesco Capital Management LLC |
| 6 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 34% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 7 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 33% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 8 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 33% | 0.29% | Virtus Investment Advisers, LLC |
| 9 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 32% | 0.35% | — |
| 10 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 32% | 0.20% | — |
| 11 | AB Disruptors ETF · FWD diff. adviser | 31% | 0.65% | AllianceBernstein L.P. |
| 12 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 31% | 0.19% | Lattice Strategies LLC |
| 13 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 31% | 1.55% | Security Investors, LLC |
| 14 | S&P 500 Pure Growth Fund diff. adviser | 31% | 1.64% | Security Investors, LLC |
| 15 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 30% | 0.18% | — |
| 16 | Horizon Expedition Plus ETF · HBTA diff. adviser | 30% | 0.86% | HORIZON INVESTMENTS LLC. |
| 17 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 30% | 0.12% | SSGA Funds Management, Inc. |
| 18 | VANGUARD U.S. MOMENTUM FACTOR ETF · VFMO cheaper diff. adviser | 30% | 0.13% | The Vanguard Group, Inc. |
| 19 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 29% | 0.04% | BlackRock Fund Advisors |
| 20 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 29% | 0.09% | — |
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