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 | Gotham Neutral Fund · GONIX | 71% | 1.51% | Gotham Asset Management, LLC |
| 2 | Gotham Enhanced Return Fund · GENIX | 45% | 1.51% | Gotham Asset Management, LLC |
| 3 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 39% | 0.18% | — |
| 4 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 39% | 0.50% | Tidal Investments LLC |
| 5 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 38% | 0.29% | John Hancock Investment Management LLC |
| 6 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 38% | 0.09% | — |
| 7 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper | 38% | 0.50% | Gotham Asset Management, LLC |
| 8 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 38% | 0.39% | Lincoln Financial Investments Corporation |
| 9 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 38% | 0.45% | Jackson National Asset Management, LLC |
| 10 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 37% | 0.49% | Lincoln Financial Investments Corporation |
| 11 | U.S. Large Cap Equity Portfolio cheaper diff. adviser | 37% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Invesco RAFI Strategic US ETF · IUS cheaper diff. adviser | 37% | 0.19% | Invesco Capital Management LLC |
| 13 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 36% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 14 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 36% | 0.25% | Charles Schwab Investment Management, Inc. |
| 15 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 36% | 0.12% | SSGA Funds Management, Inc. |
| 16 | AZL DFA U.S. Core Equity Fund cheaper diff. adviser | 36% | 0.78% | Allianz Investment Management LLC |
| 17 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 36% | 0.09% | PROSHARE ADVISORS LLC |
| 18 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 36% | 0.25% | Charles Schwab Investment Management, Inc. |
| 19 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 36% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Dimensional U.S. Core Equity 2 ETF · DFAC cheaper diff. adviser | 36% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
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