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 | BMO Low Volatility Equity Fund | 36% | — | — |
| 2 | BMO Dividend Income Fund | 34% | — | — |
| 3 | BMO Large-Cap Growth Fund | 27% | — | — |
| 4 | Factor Enhanced U.S. Low Volatility Equity Portfolio | 24% | — | — |
| 5 | BMO Mid-Cap Value Fund | 24% | — | — |
| 6 | VictoryShares Top Veteran Employers ETF | 23% | — | — |
| 7 | Nuveen Large Cap Core Fund | 20% | — | — |
| 8 | Fidelity Flex Large Cap Value Fund | 20% | 0.00% | — |
| 9 | AST MFS Large-Cap Value Portfolio | 20% | — | — |
| 10 | BNY Mellon Large Cap Stock Fund | 19% | — | — |
| 11 | AVDR US LargeCap Leading ETF | 19% | 0.60% | — |
| 12 | EquityCompass Tactical Risk Manager ETF | 19% | — | — |
| 13 | Low Volatility U.S. Equity Fund | 18% | — | — |
| 14 | Schwab Hedged Equity Fund | 18% | — | — |
| 15 | O'Shares U.S. Quality Dividend ETF | 18% | — | — |
| 16 | AVDR US LargeCap ESG ETF | 18% | 0.60% | — |
| 17 | Direxion S&P 500(R) High minus Low Quality ETF | 18% | — | — |
| 18 | NT Equity Growth Fund | 17% | — | — |
| 19 | AST T. Rowe Price Large-Cap Value Portfolio | 17% | — | — |
| 20 | iShares Factors US Blend Style ETF | 16% | — | — |
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