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 | Victory Income Stock Fund · USISX, UIISX cheaper | 35% | 0.75% | Victory Capital Management Inc. |
| 2 | Victory Growth & Income Fund · USGRX, UIGIX cheaper | 30% | 0.86% | Victory Capital Management Inc. |
| 3 | Victory Global Managed Volatility Fund · UGOFX, UGMVX cheaper | 29% | 0.70% | Victory Capital Management Inc. |
| 4 | Victory Capital Growth Fund · USCGX, UICGX | 27% | 1.09% | Victory Capital Management Inc. |
| 5 | American Century U.S. Quality Value ETF · VALQ cheaper | 24% | 0.29% | — |
| 6 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX cheaper diff. adviser | 23% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | Victory Value Fund · UVALX, UIVAX cheaper | 22% | 0.91% | Victory Capital Management Inc. |
| 8 | Income Equity Fund · NOIEX cheaper diff. adviser | 22% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Franklin Global Equity Fund · CFIPX, SILLX, SMYIX, LMPEX, SMYSX cheaper diff. adviser | 22% | 0.83% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 22% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 22% | 0.70% | HORIZON INVESTMENTS LLC. |
| 12 | Gotham Large Value Fund · GVALX cheaper diff. adviser | 22% | 0.75% | Gotham Asset Management, LLC |
| 13 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 21% | 0.49% | Pacer Advisors, Inc. |
| 14 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 21% | 0.15% | Franklin Advisory Services, LLC |
| 15 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 21% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 16 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS cheaper diff. adviser | 21% | 0.29% | Pacific Investment Management Company LLC |
| 17 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX cheaper | 21% | 0.78% | Victory Capital Management Inc. |
| 18 | FlexShares Quality Dividend Defensive Index Fund · QDEF cheaper diff. adviser | 21% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 19 | JNL/RAFI Multi-Factor U.S. Equity Fund cheaper diff. adviser | 21% | 0.37% | Jackson National Asset Management, LLC |
| 20 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC cheaper diff. adviser | 20% | 0.60% | Pacer Advisors, Inc. |
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