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 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 43% | 0.25% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 43% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 42% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 41% | 0.34% | Invesco Capital Management LLC |
| 5 | JPMorgan U.S. Quality Factor ETF · JQUA | 41% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 6 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU diff. adviser | 40% | 0.12% | SSGA Funds Management, Inc. |
| 7 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 40% | 0.20% | SSGA Funds Management, Inc. |
| 8 | Invesco RAFI Strategic US ETF · IUS diff. adviser | 39% | 0.19% | Invesco Capital Management LLC |
| 9 | JPMorgan U.S. Momentum Factor ETF · JMOM | 39% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 10 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL diff. adviser | 39% | 0.29% | Invesco Capital Management LLC |
| 11 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 39% | 0.37% | Jackson National Asset Management, LLC |
| 12 | Avantis Responsible U.S. Equity ETF · AVSU | 39% | 0.15% | — |
| 13 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 38% | 0.06% | Franklin Advisory Services, LLC |
| 14 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX diff. adviser | 38% | 0.44% | Russell Investment Management, LLC |
| 15 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | DoubleLine Fortune 500 Equal Weight ETF · DFVE diff. adviser | 38% | 0.20% | DoubleLine ETF Adviser LP |
| 17 | JPMorgan Diversified Return U.S. Equity ETF · JPUS | 38% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 18 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS diff. adviser | 38% | 0.29% | Pacific Investment Management Company LLC |
| 19 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 37% | 0.29% | John Hancock Investment Management LLC |
| 20 | Xtrackers Russell US Multifactor ETF · DEUS diff. adviser | 37% | 0.17% | DBX Advisors LLC |
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