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 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 25% | 0.58% | First Trust Advisors L.P. |
| 2 | Invesco Dorsey Wright Momentum ETF · PDP cheaper diff. adviser | 21% | 0.62% | Invesco Capital Management LLC |
| 3 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX cheaper diff. adviser | 21% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 4 | Convergence Long/Short Equity ETF · CLSE cheaper diff. adviser | 20% | 1.52% | Convergence Investment Partners, LLC. |
| 5 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 20% | 0.20% | SSGA Funds Management, Inc. |
| 6 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 19% | 0.73% | PGIM INVESTMENTS LLC |
| 7 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 19% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 8 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 19% | 0.29% | Virtus Investment Advisers, LLC |
| 9 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 19% | 0.64% | SunAmerica Asset Management, LLC |
| 10 | iShares Morningstar Mid-Cap Growth ETF · IMCG cheaper diff. adviser | 18% | 0.06% | BlackRock Fund Advisors |
| 11 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 18% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | Aggressive Investors 1 Fund · BRAGX cheaper diff. adviser | 18% | 0.86% | Bridgeway Capital Management, LLC |
| 13 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 18% | 0.57% | First Trust Advisors L.P. |
| 14 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 18% | 0.23% | BlackRock Fund Advisors |
| 15 | Venerable Mid Cap Index Fund cheaper diff. adviser | 18% | 0.40% | Venerable Investment Advisers, LLC |
| 16 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 18% | 0.19% | Lattice Strategies LLC |
| 17 | PD Mid-Cap Index Portfolio cheaper diff. adviser | 18% | 0.19% | Pacific Life Fund Advisors LLC |
| 18 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper diff. adviser | 18% | 0.15% | Voya Investments, LLC |
| 19 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 18% | 0.17% | DBX Advisors LLC |
| 20 | Columbia Research Enhanced Mid Cap ETF · REMC cheaper | 18% | 0.32% | — |
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