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 | Horizon Managed Risk ETF · SFTY | 99% | 0.77% | HORIZON INVESTMENTS LLC. |
| 2 | Horizon Expedition Plus ETF · HBTA | 71% | 0.86% | HORIZON INVESTMENTS LLC. |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 71% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 71% | 0.36% | Voya Investments, LLC |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX | 70% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 69% | 0.05% | WisdomTree Digital Management, Inc. |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 69% | 0.05% | The Vanguard Group, Inc. |
| 8 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 69% | 0.32% | — |
| 9 | Horizon Defensive Core Fund · HESGX, HESIX, HESAX | 69% | 0.83% | HORIZON INVESTMENTS LLC. |
| 10 | Reverb ETF · VOXP cheaper diff. adviser | 68% | 0.30% | Distribution Cognizant LLC |
| 11 | RACWI US ETF · RAUS cheaper | 68% | 0.00% | — |
| 12 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX | 68% | 0.92% | HORIZON INVESTMENTS LLC. |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 67% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 67% | 0.20% | WisdomTree Asset Management, Inc. |
| 15 | NEOS Boosted S&P 500(R) High Income ETF | 67% | — | — |
| 16 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 67% | 0.59% | — |
| 17 | Penn Series Index 500 Fund cheaper diff. adviser | 67% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | Index 500 Stock Portfolio cheaper diff. adviser | 67% | 0.19% | Mason Street Advisors, LLC |
| 19 | SPDR S&P 500 ETF TRUST | 67% | — | — |
| 20 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 67% | 0.14% | MML Investment Advisers, LLC |
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