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 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE | 79% | 0.52% | Timothy Partners Ltd. |
| 2 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 48% | 0.35% | Victory Capital Management Inc. |
| 3 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 48% | 0.35% | Victory Capital Management Inc. |
| 4 | Timothy Plan High Dividend Stock ETF · TPHD | 45% | 0.52% | Timothy Partners Ltd. |
| 5 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 43% | 0.09% | BlackRock Fund Advisors |
| 6 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 43% | 0.44% | Innealta Capital, LLC |
| 7 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 43% | 0.15% | BlackRock Fund Advisors |
| 8 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 42% | 0.17% | The Vanguard Group, Inc. |
| 9 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 42% | 0.02% | The Vanguard Group, Inc. |
| 10 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 41% | 0.04% | BlackRock Fund Advisors |
| 11 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 40% | 0.18% | — |
| 12 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 40% | 0.20% | — |
| 13 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 40% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 14 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE | 39% | 0.52% | Timothy Partners Ltd. |
| 15 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 39% | 0.18% | Invesco Advisers, Inc. |
| 16 | Invesco S&P 500 Equal Weight ETF · RSP cheaper diff. adviser | 39% | 0.20% | Invesco Capital Management LLC |
| 17 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 38% | 0.57% | First Trust Advisors L.P. |
| 18 | Inspire 500 ETF · PTL cheaper diff. adviser | 38% | 0.09% | CWM Advisors, LLC |
| 19 | Venerable Mid Cap Index Fund cheaper diff. adviser | 37% | 0.40% | Venerable Investment Advisers, LLC |
| 20 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 37% | 0.04% | Charles Schwab Investment Management, Inc. |
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