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 | Frontier Asset U.S. Large Cap Equity ETF · FLCE diff. adviser | 26% | 0.86% | Frontier Asset Management, LLC |
| 2 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX cheaper | 12% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 4 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 5 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 6 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 11% | 0.09% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 11% | 0.15% | SSGA Funds Management, Inc. |
| 8 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 11% | 0.18% | Invesco Advisers, Inc. |
| 9 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 10% | 0.15% | BlackRock Fund Advisors |
| 10 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 10% | 0.20% | Invesco Capital Management LLC |
| 11 | SPDR MSCI World StrategicFactors ETF · QWLD cheaper diff. adviser | 10% | 0.30% | SSGA Funds Management, Inc. |
| 12 | ProShares Ultra S&P 500 Equal Weight · URSP | 10% | 0.95% | — |
| 13 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 10% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 14 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 10% | 0.29% | John Hancock Investment Management LLC |
| 15 | T. Rowe Price Active Core U.S. Equity ETF · TACU cheaper | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 10% | 0.14% | Empower Capital Management, LLC |
| 17 | Invesco V.I. Equally-Weighted S&P 500 Fund cheaper diff. adviser | 10% | 0.34% | Invesco Advisers, Inc. |
| 18 | Invesco S&P 500 Equal Weight Income Advantage ETF cheaper diff. adviser | 10% | 0.29% | Invesco Capital Management LLC |
| 19 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 10% | 0.04% | Invesco Capital Management LLC |
| 20 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 10% | — | TIAA-CREF Investment Management, LLC |
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