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 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper | 75% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 2 | Pear tree quality fund · USBOX, QGIAX, QGIRX diff. adviser | 72% | 0.64% | Pear Tree Advisors Inc. |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 44% | 1.09% | — |
| 4 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 43% | 0.95% | — |
| 5 | Schwab Core Equity Fund · SWANX diff. adviser | 43% | 0.73% | Charles Schwab Investment Management, Inc. |
| 6 | Zacks Focus Growth ETF · GROZ diff. adviser | 40% | 0.55% | Zacks Investment Management, Inc. |
| 7 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 40% | 0.99% | Charles Schwab Investment Management, Inc. |
| 8 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX diff. adviser | 40% | 0.51% | Hartford Funds Management Company, LLC |
| 9 | Pacer US Export Leaders ETF · PEXL diff. adviser | 40% | 0.60% | Pacer Advisors, Inc. |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 40% | 0.20% | Invesco Capital Management LLC |
| 11 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 40% | 0.62% | Brighthouse Investment Advisers, LLC |
| 12 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 40% | 0.79% | Swan Capital Management, LLC |
| 13 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 39% | 0.12% | Principal Global Investors, LLC |
| 14 | SGI Enhanced Market Leaders ETF · LDRX | 39% | 0.59% | — |
| 15 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 39% | 0.79% | Boston Management and Research |
| 16 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 39% | 0.81% | H.M. Payson & Co. |
| 17 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 39% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | Optimized Equity Income ETF · OEI | 39% | 0.75% | — |
| 19 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 39% | 0.22% | Wellington Management Company LLP |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 38% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.