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 | iShares MSCI Global Quality Factor ETF · AQLT cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 2 | Natixis Gateway Quality Income ETF cheaper diff. adviser | 29% | 0.34% | Natixis Advisors, LLC |
| 3 | Victory Global Managed Volatility Fund · UGOFX, UGMVX cheaper diff. adviser | 28% | 0.70% | Victory Capital Management Inc. |
| 4 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX cheaper diff. adviser | 28% | 0.65% | Equitable Investment Management, LLC |
| 5 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 28% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 28% | 0.15% | BlackRock Fund Advisors |
| 7 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 27% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 8 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 27% | 0.10% | Fidelity Management & Research Company LLC |
| 9 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX cheaper diff. adviser | 26% | 0.77% | American Beacon Advisors, Inc. |
| 10 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 26% | 0.72% | — |
| 11 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 26% | 0.49% | Pacer Advisors, Inc. |
| 12 | Avantis U.S. Quality ETF · AVUQ cheaper | 25% | 0.15% | — |
| 13 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 25% | 0.01% | American Century Investment Management, Inc. |
| 14 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 25% | 0.34% | Lattice Strategies LLC |
| 15 | Invesco S&P 500 Pure Growth ETF · RPG cheaper diff. adviser | 25% | 0.35% | Invesco Capital Management LLC |
| 16 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper diff. adviser | 25% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 17 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX cheaper diff. adviser | 25% | 0.66% | AMG Funds LLC |
| 18 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 24% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | SGI U.S. Large Cap Core ETF · SGLC cheaper diff. adviser | 24% | 0.85% | Summit Global Investment, LLC |
| 20 | Invesco Large Cap Growth ETF · PWB cheaper diff. adviser | 24% | 0.55% | Invesco Capital Management LLC |
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