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 | SGI U.S. Large Cap Equity Fund · SILVX, LVOLX, SGLVX, SGICX | 33% | 0.98% | Summit Global Investment, LLC |
| 2 | Pacer Lunt Large Cap Alternator ETF · ALTL cheaper diff. adviser | 26% | 0.60% | Pacer Advisors, Inc. |
| 3 | SGI Enhanced Global Income ETF · GINX | 23% | 1.02% | Summit Global Investment, LLC |
| 4 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 23% | 0.15% | BlackRock Fund Advisors |
| 5 | ActivePassive International Equity ETF · APIE cheaper | 23% | 0.45% | — |
| 6 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 23% | 0.31% | AQR Capital Management, LLc |
| 7 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 22% | 0.18% | BlackRock Fund Advisors |
| 8 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 22% | 0.56% | Jackson National Asset Management, LLC |
| 9 | SGI U.S. Large Cap Core ETF · SGLC | 22% | 0.85% | Summit Global Investment, LLC |
| 10 | AAM Todd International Intrinsic Value ETF · TIIV cheaper diff. adviser | 19% | 0.54% | ADVISORS ASSET MANAGEMENT, INC. |
| 11 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper diff. adviser | 18% | 0.20% | BlackRock Fund Advisors |
| 12 | AVIP Intech U.S. Low Volatility Portfolio cheaper diff. adviser | 18% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 13 | AAM Sawgrass U.S. Large Cap Quality Growth ETF · SAWG cheaper diff. adviser | 18% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 14 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
| 15 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 17% | 0.80% | Innovator Capital Management, LLC |
| 16 | Aptus Large Cap Upside ETF · UPSD cheaper diff. adviser | 17% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF · SZNE cheaper diff. adviser | 17% | 0.60% | Pacer Advisors, Inc. |
| 18 | GuidePath Growth and Income Fund · GPIGX diff. adviser | 17% | 0.85% | AssetMark Inc. |
| 19 | Fidelity U.S. Low Volatility Equity Fund · FULVX cheaper diff. adviser | 17% | 0.70% | Fidelity Management & Research Company LLC |
| 20 | Innovator Hedged Nasdaq-100 ETF cheaper diff. adviser | 17% | 0.79% | Innovator Capital Management, LLC |
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