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 | Hartford Disciplined US Equity ETF · HDUS | 44% | 0.19% | Lattice Strategies LLC |
| 2 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 44% | 0.15% | SSGA Funds Management, Inc. |
| 3 | Hartford US Quality Growth ETF · HQGO | 43% | 0.34% | Lattice Strategies LLC |
| 4 | First Trust Active Factor Large Cap ETF · AFLG diff. adviser | 43% | 0.55% | First Trust Advisors L.P. |
| 5 | Hartford US Value ETF · VMAX | 42% | 0.29% | Lattice Strategies LLC |
| 6 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 41% | 0.37% | Jackson National Asset Management, LLC |
| 7 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 41% | 0.17% | DBX Advisors LLC |
| 8 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 40% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 9 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS diff. adviser | 40% | 0.29% | Pacific Investment Management Company LLC |
| 10 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 40% | 0.18% | — |
| 11 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 39% | 0.29% | John Hancock Investment Management LLC |
| 12 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 39% | 0.86% | Victory Capital Management Inc. |
| 13 | Systematic Core Fund · VCGAX diff. adviser | 39% | 0.64% | The Variable Annuity Life Insurance Company |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 38% | 0.09% | — |
| 15 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 38% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 16 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO diff. adviser | 38% | 0.20% | SSGA Funds Management, Inc. |
| 17 | ActivePassive U.S. Equity ETF · APUE | 38% | 0.31% | — |
| 18 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 38% | 0.35% | — |
| 19 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 38% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 37% | 0.61% | CONSTELLATION INVESTMENTS INC |
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