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 Core ETF · SGLC cheaper | 43% | 0.85% | Summit Global Investment, LLC |
| 2 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 33% | 0.15% | BlackRock Fund Advisors |
| 3 | SGI Global Equity Fund · SGLIX, SGLAX cheaper | 33% | 0.84% | Summit Global Investment, LLC |
| 4 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 32% | 0.18% | BlackRock Fund Advisors |
| 5 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 31% | 0.56% | Jackson National Asset Management, LLC |
| 6 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 30% | 0.15% | SSGA Funds Management, Inc. |
| 7 | AVIP Intech U.S. Low Volatility Portfolio cheaper diff. adviser | 30% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 8 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX cheaper diff. adviser | 30% | 0.92% | HORIZON INVESTMENTS LLC. |
| 9 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 29% | 0.31% | AQR Capital Management, LLc |
| 10 | Natixis Gateway Quality Income ETF cheaper diff. adviser | 27% | 0.34% | Natixis Advisors, LLC |
| 11 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 27% | 0.19% | DBX Advisors LLC |
| 12 | First Trust Growth Strength ETF · FTGS cheaper diff. adviser | 26% | 0.60% | First Trust Advisors L.P. |
| 13 | Allspring Disciplined Large Cap Portfolio diff. adviser | 26% | — | Allspring Funds Management, LLC |
| 14 | First Trust Growth Strength Portfolio diff. adviser | 26% | 1.20% | First Trust Advisors L.P. |
| 15 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 26% | 0.25% | Invesco Capital Management LLC |
| 16 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 26% | 0.46% | Victory Capital Management Inc. |
| 17 | Pacer Lunt Large Cap Alternator ETF · ALTL cheaper diff. adviser | 25% | 0.60% | Pacer Advisors, Inc. |
| 18 | Sofi Select 500 ETF · SFY cheaper diff. adviser | 25% | 0.05% | Tidal Investments LLC |
| 19 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 25% | 0.35% | Harbor Capital Advisors, Inc. |
| 20 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 25% | 0.42% | Allspring Funds Management, LLC |
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