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 Large Cap 10% Target Buffer Jun ETF · TENJ | 99% | 0.50% | — |
| 2 | iShares Large Cap Max Buffer Jun ETF · MAXJ | 98% | 0.50% | BlackRock Fund Advisors |
| 3 | iShares Large Cap 10% Target Buffer Mar ETF · TENM | 98% | 0.50% | — |
| 4 | iShares Large Cap 10% Target Buffer Dec ETF · TEND | 98% | 0.50% | — |
| 5 | iShares Large Cap Max Buffer Dec ETF · DMAX | 98% | 0.50% | BlackRock Fund Advisors |
| 6 | iShares Large Cap Moderate Quarterly Laddered ETF | 97% | 0.50% | BlackRock Fund Advisors |
| 7 | iShares Large Cap Deep Quarterly Laddered ETF | 97% | 0.51% | BlackRock Fund Advisors |
| 8 | iShares Large Cap Max Buffer Mar ETF · MMAX | 97% | 0.50% | BlackRock Fund Advisors |
| 9 | Simplify US Equity PLUS Convexity ETF · SPYC diff. adviser | 96% | 0.53% | Simplify Asset Management Inc. |
| 10 | Simplify US Equity PLUS Downside Convexity ETF · SPD diff. adviser | 96% | 0.53% | Simplify Asset Management Inc. |
| 11 | Simplify US Equity PLUS Upside Convexity ETF · SPUC diff. adviser | 96% | 0.53% | Simplify Asset Management Inc. |
| 12 | Simplify Hedged Equity ETF · HEQT cheaper diff. adviser | 96% | 0.43% | Simplify Asset Management Inc. |
| 13 | Soundwatch Hedged Equity ETF · SHDG diff. adviser | 96% | 0.91% | Soundwatch Capital LLC |
| 14 | iShares S&P 500 BuyWrite ETF · IVVW cheaper | 96% | 0.25% | BlackRock Fund Advisors |
| 15 | Defiance S&P 500 Income Target ETF · SPYT | 96% | 0.92% | — |
| 16 | PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund cheaper | 96% | 0.18% | — |
| 17 | iShares Large Cap 10% Target Buffer Sep ETF · STEN | 95% | 0.50% | — |
| 18 | iShares Large Cap Max Buffer Sep ETF · SMAX | 95% | 0.50% | BlackRock Fund Advisors |
| 19 | Harbor Alpha Layering ETF · HOLD diff. adviser | 94% | 0.70% | Harbor Capital Advisors, Inc. |
| 20 | Alpha Fiduciary Quantitative Strategy Fund · AFQSX diff. adviser | 90% | 1.73% | ALPHA FIDUCIARY, INC. |
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