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 Absolute Return Fund · GARIX cheaper | 45% | 1.50% | Gotham Asset Management, LLC |
| 2 | Gotham Neutral Fund · GONIX | 41% | 1.51% | Gotham Asset Management, LLC |
| 3 | Gotham Index Plus Fund · GINDX, GNNDX cheaper | 40% | 1.16% | Gotham Asset Management, LLC |
| 4 | Gotham Total Return Fund · GTRFX cheaper | 22% | 0.81% | Gotham Asset Management, LLC |
| 5 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 19% | 0.49% | Lincoln Financial Investments Corporation |
| 6 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 18% | 0.45% | Jackson National Asset Management, LLC |
| 7 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 18% | 0.39% | Lincoln Financial Investments Corporation |
| 8 | Dimensional U.S. Core Equity 2 ETF · DFAC cheaper diff. adviser | 18% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 9 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX cheaper diff. adviser | 18% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 10 | AZL DFA U.S. Core Equity Fund cheaper diff. adviser | 18% | 0.78% | Allianz Investment Management LLC |
| 11 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 17% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 17% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Dimensional US Core Equity 1 ETF · DCOR cheaper diff. adviser | 17% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 14 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 17% | 0.12% | SSGA Funds Management, Inc. |
| 15 | ProShares Ultra S&P 500 Equal Weight · URSP cheaper | 17% | 0.95% | — |
| 16 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 17% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 17 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 17% | 0.29% | John Hancock Investment Management LLC |
| 18 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 17% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Dimensional US Vector Equity ETF · DXUV cheaper diff. adviser | 17% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 20 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 17% | 0.33% | Wilshire Advisors LLC |
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