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 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 21% | 0.15% | SSGA Funds Management, Inc. |
| 2 | T. Rowe Price Capital Appreciation and Income Fund · PRCFX, PRCHX cheaper diff. adviser | 21% | 0.49% | T. Rowe Price Associates, Inc. |
| 3 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 20% | 0.31% | AQR Capital Management, LLc |
| 4 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 20% | 0.56% | Jackson National Asset Management, LLC |
| 5 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 20% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 6 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 20% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 19% | 0.18% | — |
| 8 | Aptus Large Cap Upside ETF · UPSD cheaper diff. adviser | 19% | 0.79% | Aptus Capital Advisors, LLC |
| 9 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 19% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX cheaper diff. adviser | 19% | 0.92% | HORIZON INVESTMENTS LLC. |
| 11 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 19% | 0.18% | BlackRock Fund Advisors |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 19% | 0.09% | — |
| 14 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 19% | 0.98% | HORIZON INVESTMENTS LLC. |
| 15 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 18% | 0.70% | HORIZON INVESTMENTS LLC. |
| 16 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 18% | 0.77% | HORIZON INVESTMENTS LLC. |
| 17 | FlexShares ESG & Climate US Large Cap Core Index Fund · FEUS cheaper diff. adviser | 18% | 0.09% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | 1290 VT SmartBeta Equity ESG Portfolio cheaper diff. adviser | 18% | 0.85% | Equitable Investment Management Group, LLC |
| 19 | WisdomTree 7-10 Year Treasury Digital Fund · WTSTX cheaper diff. adviser | 18% | 0.05% | WisdomTree Digital Management, Inc. |
| 20 | Optimized Equity Income ETF · OEI cheaper | 18% | 0.75% | — |
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