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 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 45% | 0.18% | BlackRock Fund Advisors |
| 2 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 43% | 0.98% | HORIZON INVESTMENTS LLC. |
| 3 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 42% | 0.92% | HORIZON INVESTMENTS LLC. |
| 4 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 42% | 0.08% | WisdomTree Asset Management, Inc. |
| 5 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX | 42% | 0.55% | Transamerica Asset Management, Inc. |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 41% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 41% | 0.43% | Voya Investments, LLC |
| 8 | Horizon Managed Risk ETF · SFTY diff. adviser | 41% | 0.77% | HORIZON INVESTMENTS LLC. |
| 9 | Horizon Core Equity ETF · STOX diff. adviser | 41% | 0.70% | HORIZON INVESTMENTS LLC. |
| 10 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 41% | 0.42% | Columbia Management Investment Advisers, LLC |
| 11 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 40% | 0.50% | Gotham Asset Management, LLC |
| 12 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 40% | 0.50% | Tidal Investments LLC |
| 13 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 14 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 40% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 15 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 39% | 0.15% | SSGA Funds Management, Inc. |
| 16 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 39% | 0.18% | — |
| 17 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 39% | 0.09% | — |
| 18 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper diff. adviser | 39% | 0.09% | PROSHARE ADVISORS LLC |
| 19 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 39% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 39% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
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