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) Global Dow ETF · DGT cheaper | 27% | 0.50% | SSGA Funds Management, Inc. |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper | 25% | 0.25% | Invesco Capital Management LLC |
| 3 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper | 24% | 0.48% | Voya Investments, LLC |
| 4 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX | 23% | 1.00% | Crossmark Global Investments, Inc. |
| 5 | iShares Global Financials ETF · IXG cheaper | 23% | 0.41% | BlackRock Fund Advisors |
| 6 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper | 22% | 0.49% | Tidal Investments LLC |
| 7 | BlackRock Advantage Global Fund, Inc. | 22% | 0.66% | BlackRock Advisors, LLC |
| 8 | Optimized Equity Income ETF · OEI | 22% | 0.75% | — |
| 9 | Pacer PE/VC ETF · PEVC | 21% | 0.85% | Pacer Advisors, Inc. |
| 10 | Invesco Global Equity Net Zero ETF cheaper | 20% | 0.19% | Invesco Capital Management LLC |
| 11 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 20% | 0.18% | — |
| 12 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper | 20% | 0.15% | DBX Advisors LLC |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | NAA LARGE CORE SERIES | 20% | 0.94% | New Age Alpha Advisors, LLC |
| 15 | NAA LARGE CORE FUND · GILIX, SECEX, SFECX, SFEPX | 20% | 1.00% | New Age Alpha Advisors, LLC |
| 16 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper | 19% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper | 19% | 0.35% | PGIM INVESTMENTS LLC |
| 18 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper | 19% | 0.07% | DBX Advisors LLC |
| 19 | iShares S&P 100 ETF · OEF cheaper | 19% | 0.20% | BlackRock Fund Advisors |
| 20 | FT Vest Total Return Income Fund: Series A2 | 19% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.