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 | TFA Quantitative Fund · TFAQX | 36% | 2.67% | Tactical Fund Advisors, LLC |
| 2 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX cheaper | 21% | 1.58% | — |
| 3 | AB US Equity ETF · XCHG cheaper | 21% | 0.50% | — |
| 4 | Alpha Architect US Equity 3 ETF · AAUA cheaper | 19% | 0.15% | — |
| 5 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 18% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 6 | TFA AlphaGen Growth Fund · TFAGX cheaper | 18% | 2.44% | Tactical Fund Advisors, LLC |
| 7 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper diff. adviser | 18% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 8 | iShares Enhanced Large Cap Core Active ETF cheaper | 18% | 0.22% | — |
| 9 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 18% | 0.09% | — |
| 10 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 18% | 0.15% | — |
| 11 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 18% | 0.57% | BlackRock Fund Advisors |
| 12 | SA U.S. Core Market Fund cheaper diff. adviser | 18% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 13 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 18% | 0.39% | Lincoln Financial Investments Corporation |
| 14 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 18% | 0.29% | John Hancock Investment Management LLC |
| 15 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 18% | 0.45% | Jackson National Asset Management, LLC |
| 16 | AZL DFA U.S. Core Equity Fund cheaper diff. adviser | 18% | 0.78% | Allianz Investment Management LLC |
| 17 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 18% | 0.78% | Kornitzer Capital Management, Inc. |
| 18 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 18% | 0.18% | — |
| 19 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 18% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 20 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
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