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 | First Trust Multi Cap Value AlphaDEX Fund · FAB diff. adviser | 30% | 0.66% | First Trust Advisors L.P. |
| 2 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 30% | 0.38% | WisdomTree Asset Management, Inc. |
| 3 | Gotham Neutral Fund · GONIX diff. adviser | 29% | 1.51% | Gotham Asset Management, LLC |
| 4 | Pacer Trendpilot US Mid Cap ETF · PTMC diff. adviser | 28% | 0.60% | Pacer Advisors, Inc. |
| 5 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 28% | 0.17% | DBX Advisors LLC |
| 6 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 27% | 0.20% | SSGA Funds Management, Inc. |
| 7 | DoubleLine Fortune 500 Equal Weight ETF · DFVE cheaper diff. adviser | 27% | 0.20% | DoubleLine ETF Adviser LP |
| 8 | Gotham Absolute Return Fund · GARIX diff. adviser | 26% | 1.50% | Gotham Asset Management, LLC |
| 9 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 26% | 0.20% | SSGA Funds Management, Inc. |
| 10 | First Trust Mid Cap Core AlphaDEX Fund · FNX diff. adviser | 26% | 0.62% | First Trust Advisors L.P. |
| 11 | Sofi Next 500 ETF · SFYX cheaper | 26% | 0.06% | Tidal Investments LLC |
| 12 | Longview Advantage ETF · EBI cheaper | 25% | 0.24% | — |
| 13 | First Trust Mid Cap Value AlphaDEX Fund · FNK diff. adviser | 25% | 0.74% | First Trust Advisors L.P. |
| 14 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 25% | 0.06% | BlackRock Fund Advisors |
| 15 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 24% | 0.18% | — |
| 16 | JNL/DFA U.S. Small Cap Fund diff. adviser | 23% | 0.63% | Jackson National Asset Management, LLC |
| 17 | Pacer US Small Cap Cash Cows 100 ETF · CALF diff. adviser | 23% | 0.59% | Pacer Advisors, Inc. |
| 18 | WisdomTree U.S. Multifactor Fund · USMF cheaper diff. adviser | 23% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 23% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 20 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 23% | 0.05% | Fidelity Management & Research Company LLC |
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