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 | Astoria US Quality Growth Kings ETF · GQQQ cheaper | 40% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 36% | 0.19% | Lattice Strategies LLC |
| 3 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 32% | 0.15% | SSGA Funds Management, Inc. |
| 4 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 32% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 32% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 32% | 0.56% | SunAmerica Asset Management, LLC |
| 7 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 32% | 0.48% | Voya Investments, LLC |
| 8 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 32% | 0.18% | — |
| 9 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 32% | 0.25% | Invesco Capital Management LLC |
| 10 | iShares U.S. Large Cap Premium Income Active ETF cheaper diff. adviser | 32% | 0.35% | BlackRock Fund Advisors |
| 11 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 31% | 0.19% | DBX Advisors LLC |
| 12 | Allspring Disciplined Large Cap Portfolio diff. adviser | 31% | — | Allspring Funds Management, LLC |
| 13 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 31% | 0.15% | Franklin Advisory Services, LLC |
| 14 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 31% | 0.86% | Victory Capital Management Inc. |
| 15 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 31% | 0.34% | Lattice Strategies LLC |
| 16 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 31% | 0.09% | — |
| 17 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 31% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Clearwater Core Equity Fund · QWVPX diff. adviser | 30% | 0.90% | Clearwater Management Co Inc. |
| 19 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 30% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 20 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 30% | 0.42% | Allspring Funds Management, LLC |
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