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 | NVIT GQG US Quality Equity Fund diff. adviser | 39% | 0.72% | Nationwide Fund Advisors |
| 2 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX cheaper diff. adviser | 38% | 0.49% | Nationwide Fund Advisors |
| 3 | First Trust WCM Focused Global Growth Fund · WCMGX, WFGGX, WFGAX, WFGCX diff. adviser | 31% | 1.03% | First Trust Advisors L.P. |
| 4 | EQ/Large Cap Core Managed Volatility Portfolio cheaper diff. adviser | 31% | 0.64% | Equitable Investment Management Group, LLC |
| 5 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX cheaper diff. adviser | 30% | 0.49% | GQG Partners LLC |
| 6 | GQG US Equity ETF · GQGU cheaper | 30% | 0.49% | — |
| 7 | GQG PARTNERS GLOBAL QUALITY EQUITY FUND · GQRRX, GQRIX, GQRPX diff. adviser | 27% | 0.70% | GQG Partners LLC |
| 8 | GQG Partners US Quality Value Fund · GQHPX, GQHIX cheaper diff. adviser | 27% | 0.49% | GQG Partners LLC |
| 9 | AVIP Intech U.S. Low Volatility Portfolio cheaper diff. adviser | 26% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 10 | Destinations Large Cap Equity Fund · DLCFX, DLCZX cheaper diff. adviser | 26% | 0.66% | Brinker Capital Investments, LLC |
| 11 | JNL/AQR Large Cap Defensive Style Fund cheaper | 25% | 0.56% | Jackson National Asset Management, LLC |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 25% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Invesco S&P 500 Revenue ETF · RWL cheaper diff. adviser | 25% | 0.39% | Invesco Capital Management LLC |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 25% | 0.09% | — |
| 15 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 24% | 0.18% | — |
| 16 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 24% | 0.08% | WisdomTree Asset Management, Inc. |
| 17 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 24% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 24% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 24% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | YOKE Core ETF · YOKE cheaper | 24% | 0.30% | — |
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