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 | Finisterre Emerging Markets Total Return Bond Fund · PFUMX cheaper | 26% | 0.85% | Principal Global Investors, LLC |
| 2 | Global Macro Fund · PAFIX cheaper | 24% | 0.79% | — |
| 3 | ProShares Ultra S&P 500 Equal Weight · URSP cheaper | 20% | 0.95% | — |
| 4 | LargeCap S&P 500 Managed Volatility Index Account cheaper | 20% | 0.37% | Principal Global Investors, LLC |
| 5 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 19% | 0.09% | BlackRock Fund Advisors |
| 6 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 7 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 19% | 0.18% | Invesco Advisers, Inc. |
| 8 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 18% | 0.29% | John Hancock Investment Management LLC |
| 9 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 18% | 0.20% | Invesco Capital Management LLC |
| 10 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 18% | 0.39% | Allianz Investment Management LLC |
| 11 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 18% | 0.45% | Exchange Traded Concepts, LLC |
| 12 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 18% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | Invesco S&P 500 Equal Weight Income Advantage ETF cheaper diff. adviser | 18% | 0.29% | Invesco Capital Management LLC |
| 14 | Invesco V.I. Equally-Weighted S&P 500 Fund cheaper diff. adviser | 18% | 0.34% | Invesco Advisers, Inc. |
| 15 | iShares MSCI World ETF · URTH cheaper diff. adviser | 18% | 0.24% | BlackRock Fund Advisors |
| 16 | LargeCap S&P 500 Index Fund · PLFMX, PLFPX, PLFIX, PSPJX, PLSAX cheaper | 18% | 0.10% | Principal Global Investors, LLC |
| 17 | Direxion Daily S&P 500 Bull 2X Shares · SPUU cheaper diff. adviser | 17% | 0.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 18 | AMT Diversified Equity Fund · DAACX cheaper diff. adviser | 17% | 0.73% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | PROFUND VP BULL diff. adviser | 17% | 1.68% | ProFund Advisors LLC |
| 20 | JNL/Mellon World Index Fund cheaper diff. adviser | 17% | 0.30% | Jackson National Asset Management, LLC |
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