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 | First Trust Growth Strength ETF · FTGS diff. adviser | 27% | 0.60% | First Trust Advisors L.P. |
| 2 | First Trust Growth Strength Portfolio diff. adviser | 27% | 1.20% | First Trust Advisors L.P. |
| 3 | FT Vest Growth Strength & Target Income ETF · FGSI diff. adviser | 26% | 0.85% | First Trust Advisors L.P. |
| 4 | FT Vest Rising Dividend Achievers Total Return Fund | 26% | — | — |
| 5 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI diff. adviser | 26% | 0.75% | First Trust Advisors L.P. |
| 6 | First Trust Rising Dividend Achievers ETF · RDVY | 26% | 0.47% | — |
| 7 | Invesco S&P 500 Pure Growth ETF · RPG cheaper | 26% | 0.35% | Invesco Capital Management LLC |
| 8 | Invesco S&P 500 High Beta ETF · SPHB cheaper | 25% | 0.25% | Invesco Capital Management LLC |
| 9 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 10 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 25% | 0.29% | Virtus Investment Advisers, LLC |
| 11 | Invesco S&P 500 Equal Weight Financials ETF · RSPF | 24% | 0.40% | Invesco Capital Management LLC |
| 12 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 23% | 0.15% | BlackRock Fund Advisors |
| 13 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL cheaper | 23% | 0.29% | Invesco Capital Management LLC |
| 14 | S&P 500 Pure Growth Fund diff. adviser | 22% | 1.64% | Security Investors, LLC |
| 15 | Astoria US Equal Weight Quality Kings ETF · ROE diff. adviser | 22% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 22% | 1.55% | Security Investors, LLC |
| 17 | Steward Large Cap Core Fund · SJCAX, SJCCX, SJCRX, SJCIX diff. adviser | 21% | 0.75% | Crossmark Global Investments, Inc. |
| 18 | Indexperts Gorilla Aggressive Growth ETF · RILA diff. adviser | 21% | 0.50% | Indexperts, LLC |
| 19 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX diff. adviser | 21% | 0.78% | Victory Capital Management Inc. |
| 20 | Wedbush ReturnOnLeadership(R) U.S. Large-Cap ETF | 20% | 0.75% | — |
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