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 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX diff. adviser | 54% | 0.10% | Fidelity Management & Research Company LLC |
| 2 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW diff. adviser | 48% | 0.28% | WisdomTree Asset Management, Inc. |
| 3 | Fidelity Low Volatility Factor ETF · FDLO diff. adviser | 47% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 46% | 0.35% | BlackRock Fund Advisors |
| 5 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS diff. adviser | 45% | 0.15% | SSGA Funds Management, Inc. |
| 6 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 44% | 0.92% | HORIZON INVESTMENTS LLC. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 44% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 43% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 9 | iShares Russell Top 200 ETF · IWL diff. adviser | 43% | 0.15% | BlackRock Fund Advisors |
| 10 | Optimized Equity Income ETF · OEI | 43% | 0.75% | — |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 43% | 0.36% | Voya Investments, LLC |
| 12 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 13 | VictoryShares WestEnd US Sector ETF · MODL diff. adviser | 43% | 0.46% | Victory Capital Management Inc. |
| 14 | FlexShares Quality Dividend Defensive Index Fund · QDEF | 43% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Horizon Managed Risk ETF · SFTY diff. adviser | 43% | 0.77% | HORIZON INVESTMENTS LLC. |
| 16 | Horizon Core Equity ETF · STOX diff. adviser | 43% | 0.70% | HORIZON INVESTMENTS LLC. |
| 17 | VistaShares Target 15 S&P 100 Distribution ETF | 42% | — | — |
| 18 | iShares MSCI USA Min Vol Factor ETF · USMV diff. adviser | 42% | 0.15% | BlackRock Fund Advisors |
| 19 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 42% | 0.79% | Aptus Capital Advisors, LLC |
| 20 | iShares S&P 100 ETF · OEF diff. adviser | 42% | 0.20% | BlackRock Fund Advisors |
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