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 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 26% | 0.31% | AQR Capital Management, LLc |
| 2 | Indexperts Gorilla Aggressive Growth ETF · RILA | 26% | 0.50% | Indexperts, LLC |
| 3 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 25% | 1.91% | — |
| 4 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 24% | 0.15% | BlackRock Fund Advisors |
| 5 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 24% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 24% | 0.56% | Jackson National Asset Management, LLC |
| 7 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 24% | 0.15% | SSGA Funds Management, Inc. |
| 8 | Astoria US Equal Weight Quality Kings ETF · ROE cheaper diff. adviser | 23% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 23% | 0.05% | Thrivent Asset Management, LLC |
| 10 | PeakShares RMR Prime Equity ETF | 23% | 1.05% | — |
| 11 | Principal Capital Appreciation Account diff. adviser | 22% | 0.63% | Principal Global Investors, LLC |
| 12 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 22% | 1.87% | AC FUNDS LLC |
| 13 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 22% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 14 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 22% | 0.45% | Principal Global Investors, LLC |
| 15 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 22% | 0.19% | DBX Advisors LLC |
| 16 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 22% | 0.98% | HORIZON INVESTMENTS LLC. |
| 17 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 21% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 18 | ONEASCENT LARGE CAP CORE ETF · OALC cheaper diff. adviser | 21% | 0.49% | OneAscent Investment Solutions, LLC |
| 19 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 21% | 0.19% | Lattice Strategies LLC |
| 20 | Shelton Equity Income Fund · EQTIX, EQTKX diff. adviser | 21% | 0.64% | CCM Partners, LP. dba Shelton Capital Management |
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