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 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper | 26% | 0.35% | Harbor Capital Advisors, Inc. |
| 2 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 20% | 0.18% | BlackRock Fund Advisors |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 20% | 1.09% | — |
| 4 | AXS Change Finance ESG ETF cheaper diff. adviser | 20% | 0.49% | AXS Investments LLC |
| 5 | Allspring Diversified Large Cap Growth Portfolio | 19% | — | — |
| 6 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 19% | 0.10% | Invesco Capital Management LLC |
| 7 | iShares U.S. Tech Breakthrough Multisector ETF · TECB cheaper diff. adviser | 19% | 0.30% | BlackRock Fund Advisors |
| 8 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 18% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 9 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX diff. adviser | 18% | 0.68% | Invesco Advisers, Inc. |
| 10 | Eventide Large Cap Growth ETF · ESLG cheaper | 17% | 0.39% | — |
| 11 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper diff. adviser | 17% | 0.17% | Teachers Advisors, LLC |
| 12 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 13 | Invesco S&P 500 Equal Weight Technology ETF · RSPT cheaper diff. adviser | 17% | 0.40% | Invesco Capital Management LLC |
| 14 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 17% | 0.74% | Domini Impact Investments LLC |
| 15 | Capital Appreciation Fund · JHCPX, JICPX | 17% | 0.74% | — |
| 16 | Calvert US Select Equity ETF · CVSE cheaper | 16% | 0.29% | — |
| 17 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 16% | 0.70% | Fidelity Management & Research Company LLC |
| 18 | FIIG US LARGE CAP EQUITY · ILESX cheaper diff. adviser | 16% | 0.47% | Fisher Asset Management LLC |
| 19 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 16% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 20 | Eventide US Market ETF · ESUM cheaper diff. adviser | 16% | 0.39% | Eventide Asset Management, LLC |
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