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 S&P 500 Economic Moat ETF · EMOT cheaper | 19% | 0.60% | — |
| 2 | Invesco Bloomberg Pricing Power ETF · POWA cheaper diff. adviser | 18% | 0.40% | Invesco Capital Management LLC |
| 3 | Invesco S&P 500 Equal Weight Consumer Discretionary ETF · RSPD cheaper diff. adviser | 17% | 0.40% | Invesco Capital Management LLC |
| 4 | First Trust Capital Strength ETF · FTCS cheaper diff. adviser | 16% | 0.52% | First Trust Advisors L.P. |
| 5 | Invesco S&P 500 Enhanced Value ETF · QVMT cheaper diff. adviser | 16% | 0.13% | Invesco Capital Management LLC |
| 6 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX | 16% | 1.00% | Hennessy Advisors Inc. |
| 7 | First Trust Capital Strength Hedged Equity Portfolio diff. adviser | 16% | 1.25% | First Trust Advisors L.P. |
| 8 | First Trust Capital Strength Portfolio diff. adviser | 16% | 0.85% | First Trust Advisors L.P. |
| 9 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 15% | 0.65% | Morgan Stanley Investment Management Inc. |
| 10 | VanEck Retail ETF · RTH cheaper diff. adviser | 15% | 0.35% | Van Eck Associates Corporation |
| 11 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 15% | 1.55% | Security Investors, LLC |
| 12 | S&P 500 Pure Value Fund diff. adviser | 15% | 1.64% | Security Investors, LLC |
| 13 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 15% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 14 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 15% | 0.06% | Charles Schwab Investment Management, Inc. |
| 15 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 15% | 0.49% | Pacer Advisors, Inc. |
| 16 | Invesco S&P Ultra Dividend Revenue ETF · RDIV cheaper diff. adviser | 15% | 0.39% | Invesco Capital Management LLC |
| 17 | Pacer US Cash Cows 100 ETF · COWZ cheaper diff. adviser | 15% | 0.49% | Pacer Advisors, Inc. |
| 18 | WBI BullBear Quality 3000 ETF · WBIL diff. adviser | 15% | 1.55% | Millington Securities LLC |
| 19 | Affinity World Leaders Equity ETF · WLDR cheaper diff. adviser | 15% | 0.67% | Regents Park Funds, LLC |
| 20 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 14% | 0.22% | Wellington Management Company LLP |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.