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 | Pacer US Cash Cows 100 ETF · COWZ | 99% | 0.49% | Pacer Advisors, Inc. |
| 2 | Distillate U.S. Fundamental Stability & Value ETF · DSTL cheaper | 39% | 0.39% | — |
| 3 | First Trust S&P 500 Diversified Free Cash Flow ETF · FCFY diff. adviser | 38% | 0.60% | First Trust Advisors L.P. |
| 4 | Gotham Large Value Fund · GVALX diff. adviser | 36% | 0.75% | Gotham Asset Management, LLC |
| 5 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 31% | 0.16% | Manning & Napier Advisors, LLC |
| 6 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 31% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 7 | Themes US Cash Flow Champions ETF · LGCF cheaper | 31% | 0.29% | — |
| 8 | Bushido Capital US Equity ETF · SMRI | 30% | 0.71% | — |
| 9 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 30% | 0.15% | BlackRock Fund Advisors |
| 10 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 29% | 0.67% | LSV Asset Management |
| 11 | VictoryShares Free Cash Flow ETF · VFLO cheaper diff. adviser | 29% | 0.39% | Victory Capital Management Inc. |
| 12 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 29% | 0.11% | Fidelity Management & Research Company LLC |
| 13 | Sparkline Intangible Value ETF · ITAN diff. adviser | 28% | 0.50% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Horizon Dividend Income ETF · DIVN diff. adviser | 28% | 0.70% | HORIZON INVESTMENTS LLC. |
| 15 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 28% | 0.36% | ALPS Advisors, Inc. |
| 16 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 27% | 0.89% | — |
| 17 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 27% | 0.69% | — |
| 18 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 27% | 0.06% | BlackRock Fund Advisors |
| 19 | JNL/Goldman Sachs 4 Fund cheaper diff. adviser | 26% | 0.40% | Jackson National Asset Management, LLC |
| 20 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 26% | 1.55% | Security Investors, LLC |
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