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 | Cambria US EW ETF · USEW | 43% | 0.30% | — |
| 2 | Strive 500 ETF · STRV cheaper | 35% | 0.05% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 35% | 0.18% | — |
| 4 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 35% | 0.09% | — |
| 5 | Reverb ETF · VOXP diff. adviser | 35% | 0.30% | Distribution Cognizant LLC |
| 6 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 35% | 0.18% | — |
| 7 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 35% | 0.92% | HORIZON INVESTMENTS LLC. |
| 8 | CVT S&P 500 Index Portfolio cheaper diff. adviser | 35% | 0.28% | Calvert Research and Management |
| 9 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 34% | 0.09% | Invesco Capital Management LLC |
| 10 | LargeCap S&P 500 Index Account cheaper diff. adviser | 34% | 0.20% | Principal Global Investors, LLC |
| 11 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 34% | 0.03% | Franklin Advisory Services, LLC |
| 12 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 34% | 0.03% | The Vanguard Group, Inc. |
| 13 | PGIM Quant Solutions Large-Cap Index Fund · PSIAX, PSICX, PSIFX, PDSIX, PQSIX cheaper | 34% | 0.12% | — |
| 14 | JNL S&P 500 Index Fund cheaper diff. adviser | 34% | 0.09% | Jackson National Asset Management, LLC |
| 15 | S&P 500 Index Master Portfolio diff. adviser | 34% | — | BlackRock Fund Advisors |
| 16 | RACWI US ETF · RAUS cheaper | 34% | 0.00% | — |
| 17 | MetLife Stock Index Portfolio cheaper diff. adviser | 34% | 0.26% | Brighthouse Investment Advisers, LLC |
| 18 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 34% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 34% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 20 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 34% | 0.05% | WisdomTree Digital Management, Inc. |
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