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 | Simplify Next Intangible Value Index ETF · NXTV cheaper | 22% | 0.25% | — |
| 2 | VictoryShares Hedged Equity Income ETF · HEJD | 18% | 0.55% | Victory Capital Management Inc. |
| 3 | MassMutual Mid Cap Value Fund | 16% | 0.69% | — |
| 4 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 16% | 0.47% | Fidelity Management & Research Company LLC |
| 5 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper | 15% | 0.41% | Eaton Vance Management |
| 6 | Strive Mid-Cap ETF · STXM cheaper | 15% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | RiverNorth Patriot ETF | 14% | 0.70% | TrueMark Investments, LLC |
| 8 | MassMutual Disciplined Value Fund | 13% | 0.81% | — |
| 9 | Humankind U.S. Stock ETF cheaper | 13% | 0.11% | Humankind Benefit Corp |
| 10 | CornerCap Fundametrics Large-Cap ETF · FUNL | 13% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 11 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper | 12% | 0.44% | Innealta Capital, LLC |
| 12 | iShares Focused Value Factor ETF · FOVL cheaper | 12% | 0.25% | BlackRock Fund Advisors |
| 13 | Victory Pioneer Intrinsic Value Fund | 12% | 0.55% | — |
| 14 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX | 11% | 0.76% | Victory Capital Management Inc. |
| 15 | Sofi Next 500 ETF · SFYX cheaper | 11% | 0.06% | Tidal Investments LLC |
| 16 | Gotham Enhanced 500 Plus Fund · GEFPX | 11% | 2.02% | Gotham Asset Management, LLC |
| 17 | CornerCap Small-Cap Value Fund · CSCVX, CSCJX | 11% | 0.95% | CornerCap Fundametrics Large-Cap ETF |
| 18 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX | 11% | 0.55% | — |
| 19 | Hartford Longevity Economy ETF · HLGE cheaper | 10% | 0.44% | — |
| 20 | Pioneer Mid Cap Value Fund · PCMRX | 9% | 0.88% | Amundi Asset Management US, Inc. |
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