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 Enhanced S&P 500 Index Fund · GSPFX cheaper | 51% | 0.50% | Gotham Asset Management, LLC |
| 2 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC cheaper diff. adviser | 44% | 0.60% | Pacer Advisors, Inc. |
| 3 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 42% | 0.50% | Tidal Investments LLC |
| 4 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 42% | 0.05% | BlackRock Fund Advisors |
| 5 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 42% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 40% | 0.36% | Everence Capital Management, Inc. |
| 7 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 40% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 40% | 0.03% | The Vanguard Group, Inc. |
| 9 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 40% | 0.09% | DBX Advisors LLC |
| 10 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 39% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 11 | American Century U.S. Quality Value ETF · VALQ cheaper | 39% | 0.29% | — |
| 12 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 39% | 0.70% | HORIZON INVESTMENTS LLC. |
| 13 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 38% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 38% | 0.18% | Invesco Advisers, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 38% | 0.04% | SSGA Funds Management, Inc. |
| 16 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 38% | 0.18% | BlackRock Fund Advisors |
| 17 | JNL/RAFI Multi-Factor U.S. Equity Fund cheaper diff. adviser | 38% | 0.37% | Jackson National Asset Management, LLC |
| 18 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 38% | 0.15% | SSGA Funds Management, Inc. |
| 20 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 38% | 0.25% | Charles Schwab Investment Management, Inc. |
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