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 | Pioneer High Income Fund, Inc. | 47% | — | — |
| 2 | Pioneer Diversified High Income Fund, Inc. | 47% | — | — |
| 3 | First Trust Merger Arbitrage ETF · MARB diff. adviser | 47% | 1.69% | First Trust Advisors L.P. |
| 4 | First Trust Enhanced Stocks, Bonds & Gold ETF · ESBG cheaper | 47% | 0.95% | — |
| 5 | First Trust Alternative Absolute Return Strategy ETF · FAAR cheaper diff. adviser | 29% | 0.97% | First Trust Advisors L.P. |
| 6 | First Trust Global Tactical Commodity Strategy Fund · FTGC cheaper diff. adviser | 28% | 0.98% | First Trust Advisors L.P. |
| 7 | First Trust Managed Futures Strategy Fund · FMF cheaper diff. adviser | 27% | 0.99% | First Trust Advisors L.P. |
| 8 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 19% | 0.20% | SSGA Funds Management, Inc. |
| 9 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 19% | 0.49% | Lincoln Financial Investments Corporation |
| 10 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 18% | 0.17% | DBX Advisors LLC |
| 11 | Longboard Fund · LONAX, LONGX diff. adviser | 18% | 1.99% | Longboard Asset Management, LP |
| 12 | Defiance Leveraged Long Plus Income MSTR ETF · MST | 18% | 1.31% | — |
| 13 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 18% | 0.45% | Jackson National Asset Management, LLC |
| 14 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 18% | 0.39% | Lincoln Financial Investments Corporation |
| 15 | Gotham Neutral Fund · GONIX diff. adviser | 17% | 1.51% | Gotham Asset Management, LLC |
| 16 | Gotham Absolute Return Fund · GARIX diff. adviser | 17% | 1.50% | Gotham Asset Management, LLC |
| 17 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX cheaper diff. adviser | 17% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 17% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 19 | U.S. Social Core Equity 2 Portfolio cheaper diff. adviser | 17% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 20 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
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