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 S&P 500 Economic Moat ETF · EMOT | 27% | 0.60% | — |
| 2 | VanEck Retail ETF · RTH cheaper diff. adviser | 25% | 0.35% | Van Eck Associates Corporation |
| 3 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX diff. adviser | 19% | 0.66% | AMG Funds LLC |
| 4 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS | 19% | 0.40% | Invesco Capital Management LLC |
| 5 | Invesco S&P 500 Revenue ETF · RWL cheaper | 19% | 0.39% | Invesco Capital Management LLC |
| 6 | Invesco Bloomberg MVP Multi-Factor ETF · BMVP cheaper | 18% | 0.29% | Invesco Capital Management LLC |
| 7 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 18% | 0.34% | T. Rowe Price Associates, Inc. |
| 8 | Hennessy Sustainable ETF · STNC diff. adviser | 18% | 0.85% | Hennessy Advisors Inc. |
| 9 | Global X S&P 500 U.S. Market Leaders Top 50 ETF · FLAG cheaper diff. adviser | 17% | 0.29% | Global X Management Company LLC |
| 10 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 17% | 0.31% | AQR Capital Management, LLc |
| 11 | Invesco S&P 500 Equal Weight Health Care ETF · RSPH | 17% | 0.40% | Invesco Capital Management LLC |
| 12 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX diff. adviser | 17% | 1.00% | Hennessy Advisors Inc. |
| 13 | Siren DIVCON Leaders Dividend ETF · LEAD diff. adviser | 17% | 0.43% | SRN Advisors LLC |
| 14 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 17% | 0.18% | BlackRock Fund Advisors |
| 15 | Nuveen ESG Mid-Cap Value ETF · NUMV cheaper diff. adviser | 17% | 0.31% | Nuveen Fund Advisors, LLC |
| 16 | Invesco S&P 500 Equal Weight Technology ETF · RSPT | 16% | 0.40% | Invesco Capital Management LLC |
| 17 | The MidCap Growth Fund · CFAGX diff. adviser | 16% | 0.78% | Commerce Investment Advisors, Inc. |
| 18 | Indexperts Quality Earnings Focused ETF · QIDX diff. adviser | 16% | 0.50% | Indexperts, LLC |
| 19 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX diff. adviser | 16% | 0.55% | Westwood Management Corp. |
| 20 | Azzad Ethical Fund · ADJEX diff. adviser | 16% | 0.99% | Azzad Asset Management, Inc. |
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