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 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 32% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 2 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 32% | 1.09% | — |
| 3 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 32% | 0.61% | Parnassus Investments, LLC |
| 4 | NYLI VP Dimensional U.S. Equity Portfolio cheaper diff. adviser | 32% | 0.54% | New York Life Investment Management LLC |
| 5 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 32% | 0.14% | — |
| 6 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 32% | 0.55% | Transamerica Asset Management, Inc. |
| 7 | T. Rowe Price All-Cap Opportunities Fund · PRWAX, PAWAX, PNAIX, PNZAX cheaper diff. adviser | 31% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | T. Rowe Price All-Cap Opportunities Portfolio · QAOSWX cheaper diff. adviser | 31% | 0.80% | T. Rowe Price Associates, Inc. |
| 9 | RED OAK TECHNOLOGY SELECT FUND · ROGSX cheaper diff. adviser | 31% | 0.90% | Oak Associates, Ltd. |
| 10 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 31% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 11 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 31% | 0.65% | First Trust Advisors L.P. |
| 12 | Optimized Equity Income ETF · OEI cheaper | 31% | 0.75% | — |
| 13 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 31% | 1.07% | Lincoln Financial Investments Corporation |
| 14 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 31% | 0.17% | SSGA Funds Management, Inc. |
| 15 | Wireless Fund · WIREX diff. adviser | 30% | 1.95% | VALUE TREND CAPITAL MANAGEMENT, LP |
| 16 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 30% | 0.81% | H.M. Payson & Co. |
| 17 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 30% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 18 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 30% | 0.15% | BlackRock Fund Advisors |
| 19 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 30% | 0.12% | Principal Global Investors, LLC |
| 20 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 30% | 0.71% | Bridges Investment Management Inc |
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