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 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 53% | 0.75% | Tidal Investments LLC |
| 2 | Impact Shares Naacp Minority Empowerment ETF · NACP diff. adviser | 50% | 0.49% | Tidal Investments LLC |
| 3 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 47% | 0.35% | — |
| 4 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 46% | 0.04% | BlackRock Fund Advisors |
| 5 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 46% | 0.18% | — |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 46% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | FlexShares STOXX US ESG Select Index Fund · ESG diff. adviser | 46% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 45% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 45% | 0.07% | DBX Advisors LLC |
| 10 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 45% | 0.04% | Charles Schwab Investment Management, Inc. |
| 11 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST diff. adviser | 44% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 12 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 44% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Harbor Human Capital Factor US Large Cap ETF · HAPI diff. adviser | 44% | 0.35% | Harbor Capital Advisors, Inc. |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 44% | 0.09% | — |
| 15 | SA Large Cap Value Index Portfolio diff. adviser | 44% | 0.35% | SunAmerica Asset Management, LLC |
| 16 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper | 44% | 0.04% | SSGA Funds Management, Inc. |
| 17 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 44% | 0.18% | BlackRock Fund Advisors |
| 18 | JNL/Morningstar U.S. Sustainability Index Fund diff. adviser | 43% | 0.36% | Jackson National Asset Management, LLC |
| 19 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 43% | 0.03% | The Vanguard Group, Inc. |
| 20 | EQ/Large Cap Value Index Portfolio diff. adviser | 43% | 0.49% | Equitable Investment Management Group, LLC |
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