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 Value AlphaDEX Fund · FTA cheaper diff. adviser | 39% | 0.58% | First Trust Advisors L.P. |
| 2 | Timothy Plan US Large/Mid Cap Core ETF · TPLC cheaper diff. adviser | 35% | 0.52% | Timothy Partners Ltd. |
| 3 | First Trust Lunt U.S. Factor Rotation ETF · FCTR cheaper diff. adviser | 34% | 0.65% | First Trust Advisors L.P. |
| 4 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 34% | 0.06% | BlackRock Fund Advisors |
| 5 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 6 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 33% | 0.17% | The Vanguard Group, Inc. |
| 7 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 33% | 0.02% | The Vanguard Group, Inc. |
| 8 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 32% | 0.52% | Timothy Partners Ltd. |
| 9 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 31% | 0.52% | Timothy Partners Ltd. |
| 10 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 31% | 0.04% | BlackRock Fund Advisors |
| 11 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 31% | 0.57% | First Trust Advisors L.P. |
| 12 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 30% | 0.20% | — |
| 13 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 29% | 0.52% | Timothy Partners Ltd. |
| 14 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 15 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 16 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 28% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 17 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 27% | 0.09% | DBX Advisors LLC |
| 18 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 27% | 0.09% | BlackRock Fund Advisors |
| 19 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 27% | 0.45% | Exchange Traded Concepts, LLC |
| 20 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 26% | 0.36% | Everence Capital Management, Inc. |
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