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 | Donoghue Forlines Momentum VIT Fund cheaper | 98% | 1.56% | Donoghue Forlines LLC |
| 2 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 22% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | American Century U.S. Quality Value ETF · VALQ cheaper | 22% | 0.29% | — |
| 4 | Mohr Company NAV ETF · CNAV cheaper | 22% | 1.31% | — |
| 5 | Disciplined U.S. Equity Portfolio · GTLOX, GTLIX cheaper diff. adviser | 21% | 0.66% | Glenmede Investment Management LP |
| 6 | Gotham Large Value Fund · GVALX cheaper diff. adviser | 20% | 0.75% | Gotham Asset Management, LLC |
| 7 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX cheaper diff. adviser | 20% | 0.69% | Sterling Capital Management LLC |
| 8 | Invesco S&P 500 Equal Weight Technology ETF · RSPT cheaper diff. adviser | 20% | 0.40% | Invesco Capital Management LLC |
| 9 | DF Tactical 30 ETF cheaper | 20% | 0.70% | — |
| 10 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 19% | 0.58% | First Trust Advisors L.P. |
| 11 | Avantis U.S. Large Cap Value Fund · AVLVX, ALCEX cheaper | 19% | 0.00% | — |
| 12 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | Victory Value Fund · UVALX, UIVAX cheaper diff. adviser | 19% | 0.91% | Victory Capital Management Inc. |
| 14 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 19% | 0.05% | SSGA Funds Management, Inc. |
| 15 | Coastal Compass 100 ETF · ROPE cheaper diff. adviser | 18% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX cheaper diff. adviser | 18% | 0.79% | PGIM INVESTMENTS LLC |
| 17 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 18% | 0.50% | First Trust Advisors L.P. |
| 18 | Smart Earnings Growth 30 ETF · SGRT cheaper diff. adviser | 18% | 0.59% | Tidal Investments LLC |
| 19 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX cheaper diff. adviser | 18% | 0.69% | Macquarie Investment Management Business Trust |
| 20 | PIMCO RAE US Fund · PKAIX, PKAPX, PKAAX cheaper diff. adviser | 18% | 0.40% | Pacific Investment Management Company LLC |
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