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 | Acruence Active Hedge U.S. Equity ETF · XVOL diff. adviser | 34% | 0.83% | Tidal Investments LLC |
| 2 | First Trust Large Cap Growth AlphaDEX Fund · FTC diff. adviser | 33% | 0.58% | First Trust Advisors L.P. |
| 3 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 30% | 0.35% | — |
| 4 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 30% | 0.18% | — |
| 5 | U.S. Socially Responsible Fund · VSRDX diff. adviser | 30% | 0.35% | The Variable Annuity Life Insurance Company |
| 6 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 30% | 0.15% | SSGA Funds Management, Inc. |
| 7 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 30% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 8 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 29% | 0.20% | — |
| 9 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 29% | 0.19% | Lattice Strategies LLC |
| 10 | Astoria US Equal Weight Quality Kings ETF · ROE diff. adviser | 29% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper diff. adviser | 28% | 0.25% | BlackRock Fund Advisors |
| 12 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 28% | 0.92% | HORIZON INVESTMENTS LLC. |
| 13 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper diff. adviser | 28% | 0.17% | Teachers Advisors, LLC |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 28% | 0.09% | — |
| 15 | Nuveen ESG Large-Cap ETF · NULC cheaper diff. adviser | 28% | 0.21% | Nuveen Fund Advisors, LLC |
| 16 | S&P 500 Pure Growth Fund diff. adviser | 27% | 1.64% | Security Investors, LLC |
| 17 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 27% | 1.55% | Security Investors, LLC |
| 18 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 27% | 0.56% | Jackson National Asset Management, LLC |
| 19 | Horizon Core Equity ETF · STOX diff. adviser | 27% | 0.70% | HORIZON INVESTMENTS LLC. |
| 20 | Horizon Managed Risk ETF · SFTY diff. adviser | 27% | 0.77% | HORIZON INVESTMENTS LLC. |
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