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 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper diff. adviser | 38% | 0.11% | Fidelity Management & Research Company LLC |
| 2 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX | 37% | 0.73% | — |
| 3 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM diff. adviser | 35% | 0.75% | Exchange Traded Concepts, LLC |
| 4 | SIIT U.S. Equity Factor Allocation Fund · SEHAX | 33% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | Rayliant Quantitative Developed Market Equity ETF · RWLC diff. adviser | 32% | 0.32% | Rayliant Asset Management |
| 6 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX diff. adviser | 32% | 0.31% | AQR Capital Management, LLc |
| 7 | Shelton Equity Premium Income ETF · SEPI diff. adviser | 31% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 8 | Invesco V.I. American Franchise Fund diff. adviser | 30% | 0.85% | Invesco Advisers, Inc. |
| 9 | CastleArk Large Growth ETF · CARK diff. adviser | 30% | 0.54% | CastleArk Management, LLC |
| 10 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX diff. adviser | 30% | 1.00% | RiverPark Advisors, LLC |
| 11 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX diff. adviser | 30% | 0.61% | Invesco Advisers, Inc. |
| 12 | Global X NYSE 100 ETF cheaper | 29% | 0.09% | — |
| 13 | Zacks Focus Growth ETF · GROZ diff. adviser | 29% | 0.55% | Zacks Investment Management, Inc. |
| 14 | SIMT Large Cap Fund · SLGAX, SLYCX | 29% | 0.73% | — |
| 15 | Fidelity Momentum Factor ETF · FDMO diff. adviser | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | iShares MSCI USA Momentum Factor ETF · MTUM diff. adviser | 29% | 0.15% | BlackRock Fund Advisors |
| 17 | LSV Disciplined Value ETF · LSVD diff. adviser | 28% | 0.40% | LSV Asset Management |
| 18 | Global X S&P 500 Tail Risk ETF · XTR diff. adviser | 28% | 0.25% | Global X Management Company LLC |
| 19 | Global X S&P 500 Covered Call ETF · XYLD diff. adviser | 28% | 0.60% | Global X Management Company LLC |
| 20 | Global X S&P 500 Risk Managed Income ETF · XRMI diff. adviser | 28% | 0.60% | Global X Management Company LLC |
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