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 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 42% | 0.49% | Pacer Advisors, Inc. |
| 2 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX | 42% | 0.73% | — |
| 3 | Rayliant Quantitative Developed Market Equity ETF · RWLC diff. adviser | 40% | 0.32% | Rayliant Asset Management |
| 4 | ETC 6 Meridian Quality Growth ETF · SXQG diff. adviser | 37% | 0.55% | Exchange Traded Concepts, LLC |
| 5 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX | 37% | 0.66% | — |
| 6 | iShares MSCI USA Quality Factor ETF · QUAL diff. adviser | 37% | 0.15% | BlackRock Fund Advisors |
| 7 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 37% | 0.10% | Fidelity Management & Research Company LLC |
| 8 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 36% | 1.85% | RiverPark Advisors, LLC |
| 9 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 36% | 1.00% | RiverPark Advisors, LLC |
| 10 | SIMT Large Cap Fund · SLGAX, SLYCX | 36% | 0.73% | — |
| 11 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV | 34% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 12 | Global X NYSE 100 ETF cheaper | 34% | 0.09% | — |
| 13 | SIIT U.S. Equity Factor Allocation Fund · SEHAX | 34% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | Frost Growth Equity Fund · FICEX, FACEX diff. adviser | 34% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 15 | KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF · KIQQ | 33% | 0.79% | — |
| 16 | Sarofim Equity Fund · SRFMX diff. adviser | 32% | 0.70% | Fayez Sarofim & Co., LLC |
| 17 | Global X Nasdaq 100 Covered Call & Growth ETF · QYLG diff. adviser | 32% | 0.35% | Global X Management Company LLC |
| 18 | Global X NASDAQ 100 Covered Call ETF · QYLD diff. adviser | 32% | 0.60% | Global X Management Company LLC |
| 19 | Global X NASDAQ 100 Risk Managed Income ETF · QRMI diff. adviser | 32% | 0.60% | Global X Management Company LLC |
| 20 | Global X NASDAQ 100 Tail Risk ETF · QTR diff. adviser | 32% | 0.25% | Global X Management Company LLC |
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