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 | Long/Short Equity Portfolio · GTAPX, GTLSX | 50% | 2.34% | Glenmede Investment Management LP |
| 2 | Disciplined U.S. Equity Portfolio · GTLOX, GTLIX cheaper | 39% | 0.66% | Glenmede Investment Management LP |
| 3 | Disciplined U.S. Value Equity Portfolio · GQLVX cheaper | 24% | 0.85% | Glenmede Investment Management LP |
| 4 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 21% | 0.47% | — |
| 5 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI cheaper diff. adviser | 21% | 0.75% | First Trust Advisors L.P. |
| 6 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper | 21% | 0.65% | Glenmede Investment Management LP |
| 7 | FT Vest Rising Dividend Achievers Total Return Fund | 20% | — | — |
| 8 | Gotham Large Value Fund · GVALX cheaper diff. adviser | 20% | 0.75% | Gotham Asset Management, LLC |
| 9 | JNL/Goldman Sachs 4 Fund cheaper diff. adviser | 19% | 0.40% | Jackson National Asset Management, LLC |
| 10 | American Century U.S. Quality Growth ETF · QGRO cheaper | 19% | 0.29% | — |
| 11 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 19% | 0.55% | First Trust Advisors L.P. |
| 12 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 19% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 13 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 18% | 0.40% | LSV Asset Management |
| 14 | Transamerica Large Value Opportunities · TLORX, TLOFX, TLOTX cheaper diff. adviser | 18% | 0.52% | Transamerica Asset Management, Inc. |
| 15 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 17% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 16 | Steward Equity Market Neutral Fund · SMNCX, SMNRX, SMNIX, SMNAX diff. adviser | 17% | 2.13% | Crossmark Global Investments, Inc. |
| 17 | Applied Finance Select Fund · AFVLX, AFVZX cheaper diff. adviser | 17% | 0.75% | Applied Finance Advisors, LLC |
| 18 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 17% | 0.65% | First Trust Advisors L.P. |
| 19 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 17% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 20 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 17% | 0.67% | LSV Asset Management |
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