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 | American Century Low Volatility ETF cheaper | 20% | 0.29% | — |
| 2 | Siren DIVCON Dividend Defender ETF · DFND | 19% | 1.75% | SRN Advisors LLC |
| 3 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 16% | 0.10% | Invesco Capital Management LLC |
| 4 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper | 16% | 0.05% | Thrivent Asset Management, LLC |
| 5 | AXS Change Finance ESG ETF cheaper | 16% | 0.49% | AXS Investments LLC |
| 6 | FIS Bright Portfolios Focused Equity ETF cheaper | 13% | 0.66% | Faith Investor Services, LLC |
| 7 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper | 13% | 0.63% | BAHL & GAYNOR, INC. |
| 8 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper | 13% | 0.70% | Lazard Asset Management LLC |
| 9 | Calvert US Select Equity ETF · CVSE cheaper | 13% | 0.29% | — |
| 10 | Gotham Enhanced 500 Plus Fund · GEFPX | 13% | 2.02% | Gotham Asset Management, LLC |
| 11 | Humankind U.S. Stock ETF cheaper | 13% | 0.11% | Humankind Benefit Corp |
| 12 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper | 13% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 13 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX cheaper | 12% | 0.76% | — |
| 14 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper | 12% | 0.41% | Eaton Vance Management |
| 15 | Select Industrials Portfolio · FCYIX cheaper | 11% | 0.69% | Fidelity Management & Research Company LLC |
| 16 | MML Equity Rotation Fund cheaper | 11% | 0.70% | MML Investment Advisers, LLC |
| 17 | Global X Health Care Covered Call & Growth ETF cheaper | 11% | 0.60% | Global X Management Company LLC |
| 18 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper | 11% | 0.25% | Invesco Capital Management LLC |
| 19 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 10% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 20 | Franklin VolSmart Allocation VIP Fund cheaper | 10% | 0.75% | Franklin Advisers, Inc. |
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