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 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 31% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper diff. adviser | 31% | 0.35% | Harbor Capital Advisors, Inc. |
| 3 | HVIA EQUITY FUND · HVEIX, HVENX diff. adviser | 31% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 4 | NYLI VP Dimensional U.S. Equity Portfolio cheaper diff. adviser | 30% | 0.54% | New York Life Investment Management LLC |
| 5 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 30% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 29% | 0.49% | Tidal Investments LLC |
| 7 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 28% | 0.07% | DBX Advisors LLC |
| 8 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 28% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 28% | 0.15% | DBX Advisors LLC |
| 10 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 28% | 0.10% | Fidelity Management & Research Company LLC |
| 11 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 28% | 0.34% | Lattice Strategies LLC |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 27% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 27% | 0.08% | BlackRock Fund Advisors |
| 14 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 15 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 27% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 27% | 0.75% | Tidal Investments LLC |
| 17 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 27% | 0.48% | DWS Investment Management Americas, Inc. |
| 18 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 27% | 0.46% | Victory Capital Management Inc. |
| 19 | EQ/Capital Group Research Portfolio diff. adviser | 27% | 0.70% | Equitable Investment Management Group, LLC |
| 20 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
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