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 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 63% | 0.07% | DBX Advisors LLC |
| 2 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 61% | 0.08% | BlackRock Fund Advisors |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 61% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 60% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 5 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 59% | 0.08% | WisdomTree Asset Management, Inc. |
| 6 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper diff. adviser | 58% | 0.09% | PROSHARE ADVISORS LLC |
| 7 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 57% | 0.09% | — |
| 8 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 56% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 56% | 0.20% | BlackRock Fund Advisors |
| 10 | Optimized Equity Income ETF · OEI | 56% | 0.75% | — |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 56% | 0.36% | Voya Investments, LLC |
| 12 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 56% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 56% | 0.75% | Exchange Traded Concepts, LLC |
| 14 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 56% | 0.05% | WisdomTree Digital Management, Inc. |
| 15 | RACWI US ETF · RAUS cheaper | 56% | 0.00% | — |
| 16 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 55% | 0.32% | — |
| 17 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 55% | 0.48% | DWS Investment Management Americas, Inc. |
| 18 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 19 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 55% | 0.18% | — |
| 20 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 55% | 0.07% | Goldman Sachs Asset Management, L.P. |
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