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 | AQE Core ETF · AQEC cheaper diff. adviser | 32% | 0.49% | Arlington Partners, LLC |
| 2 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 25% | 1.22% | AllianceBernstein L.P. |
| 3 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 24% | 0.12% | Principal Global Investors, LLC |
| 4 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 23% | 0.59% | — |
| 5 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 23% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 23% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Archer Stock Fund · ARSKX diff. adviser | 23% | 1.16% | Archer Investment Corp. |
| 8 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 22% | 0.79% | Swan Capital Management, LLC |
| 9 | Fidelity Value Factor ETF · FVAL cheaper diff. adviser | 22% | 0.15% | Fidelity Management & Research Company LLC |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 22% | — | — |
| 11 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 22% | 0.20% | Invesco Capital Management LLC |
| 12 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper diff. adviser | 22% | 0.35% | Harbor Capital Advisors, Inc. |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 22% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 22% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 22% | 0.20% | BlackRock Fund Advisors |
| 16 | Roundhill Magnificent Seven ETF · MAGS cheaper diff. adviser | 22% | 0.29% | Roundhill Financial Inc |
| 17 | Zacks Earnings Consistent Portfolio ETF · ZECP cheaper diff. adviser | 21% | 0.55% | Zacks Investment Management, Inc. |
| 18 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 21% | 0.99% | Advisors Preferred, LLC |
| 19 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 21% | 0.77% | HORIZON INVESTMENTS LLC. |
| 20 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 21% | 0.09% | DBX Advisors LLC |
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