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 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME | 66% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 2 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 49% | 0.17% | DBX Advisors LLC |
| 3 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 45% | 0.20% | SSGA Funds Management, Inc. |
| 4 | VictoryShares US 500 Volatility Wtd ETF · CFA diff. adviser | 42% | 0.35% | Victory Capital Management Inc. |
| 5 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO diff. adviser | 42% | 0.35% | Victory Capital Management Inc. |
| 6 | DoubleLine Fortune 500 Equal Weight ETF · DFVE diff. adviser | 41% | 0.20% | DoubleLine ETF Adviser LP |
| 7 | Stratified LargeCap Index ETF · SSPY diff. adviser | 41% | 0.45% | Exchange Traded Concepts, LLC |
| 8 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV diff. adviser | 41% | 0.20% | SSGA Funds Management, Inc. |
| 9 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX diff. adviser | 39% | 0.18% | Invesco Advisers, Inc. |
| 10 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 39% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 11 | Invesco Russell 1000 Equal Weight ETF · EQAL diff. adviser | 39% | 0.20% | Invesco Capital Management LLC |
| 12 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 38% | 0.57% | First Trust Advisors L.P. |
| 13 | Invesco S&P 500 Equal Weight ETF · RSP diff. adviser | 38% | 0.20% | Invesco Capital Management LLC |
| 14 | JPMorgan U.S. Value Factor ETF · JVAL cheaper | 38% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 15 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 38% | 0.09% | BlackRock Fund Advisors |
| 16 | Hartford Multifactor US Equity ETF · ROUS diff. adviser | 37% | 0.19% | Lattice Strategies LLC |
| 17 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 37% | 0.09% | DBX Advisors LLC |
| 18 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY diff. adviser | 37% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 37% | 0.05% | Fidelity Management & Research Company LLC |
| 20 | ProShares Ultra S&P 500 Equal Weight · URSP | 37% | 0.95% | — |
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