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 Defensive Long 500 Fund · GDLFX cheaper | 64% | 1.35% | Gotham Asset Management, LLC |
| 2 | Gotham Enhanced 500 Plus Fund · GEFPX | 48% | 2.02% | Gotham Asset Management, LLC |
| 3 | MML Equity Rotation Fund cheaper diff. adviser | 32% | 0.70% | MML Investment Advisers, LLC |
| 4 | Azoria 500 Meritocracy ETF · SPXM cheaper | 31% | 0.47% | — |
| 5 | Victory 500 Index VIP Series cheaper diff. adviser | 31% | 0.28% | Victory Capital Management Inc. |
| 6 | LargeCap S&P 500 Managed Volatility Index Account cheaper diff. adviser | 30% | 0.37% | Principal Global Investors, LLC |
| 7 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 29% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 8 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 29% | 0.05% | Thrivent Asset Management, LLC |
| 9 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 29% | 0.00% | — |
| 10 | Centre American Select Equity Fund cheaper diff. adviser | 29% | 1.05% | Centre Asset Management, LLC |
| 11 | MM Equity Asset Fund cheaper | 27% | 0.28% | — |
| 12 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 27% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 13 | Humankind U.S. Stock ETF cheaper diff. adviser | 27% | 0.11% | Humankind Benefit Corp |
| 14 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 27% | 0.10% | Invesco Capital Management LLC |
| 15 | Nuveen S&P 500 Buy-Write Income Fund | 26% | — | — |
| 16 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 26% | 0.32% | — |
| 17 | Allspring Diversified Large Cap Growth Portfolio | 25% | — | — |
| 18 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 25% | 0.53% | AllianceBernstein L.P. |
| 19 | Hartford Longevity Economy ETF · HLGE cheaper | 25% | 0.44% | — |
| 20 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX cheaper diff. adviser | 24% | 1.10% | Calamos Advisors LLC |
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