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 Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 49% | 0.60% | Pacer Advisors, Inc. |
| 2 | Invesco S&P 500 Enhanced Value ETF · QVMT cheaper | 47% | 0.13% | Invesco Capital Management LLC |
| 3 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 40% | 0.95% | — |
| 4 | iShares MSCI USA Quality Factor ETF · QUAL diff. adviser | 39% | 0.15% | BlackRock Fund Advisors |
| 5 | U.S. Large Cap Growth Portfolio diff. adviser | 39% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Dimensional US High Profitability ETF · DUHP diff. adviser | 38% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 7 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 38% | 0.54% | New York Life Investment Management LLC |
| 8 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 37% | 0.48% | ALPS Advisors, Inc. |
| 9 | U.S. High Relative Profitability Portfolio · DURPX diff. adviser | 35% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Archer Focus Fund · AFOCX diff. adviser | 35% | 0.98% | Archer Investment Corp. |
| 11 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 35% | 0.10% | Fidelity Management & Research Company LLC |
| 12 | Motley Fool Capital Efficiency 100 Index ETF · TMFE diff. adviser | 33% | 0.50% | Motley Fool Asset Management |
| 13 | iShares U.S. Industrials ETF · IYJ diff. adviser | 33% | 0.38% | BlackRock Fund Advisors |
| 14 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 32% | 0.49% | Pacer Advisors, Inc. |
| 15 | First Trust Expanded Technology ETF · XPND diff. adviser | 32% | 0.65% | First Trust Advisors L.P. |
| 16 | VANGUARD U.S. QUALITY FACTOR ETF · VFQY cheaper diff. adviser | 30% | 0.13% | The Vanguard Group, Inc. |
| 17 | Natixis Gateway Quality Income ETF diff. adviser | 30% | 0.34% | Natixis Advisors, LLC |
| 18 | Gotham Large Value Fund · GVALX diff. adviser | 29% | 0.75% | Gotham Asset Management, LLC |
| 19 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP diff. adviser | 29% | 0.19% | DBX Advisors LLC |
| 20 | First Trust S&P 500 Economic Moat ETF · EMOT | 28% | 0.60% | — |
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