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 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper | 81% | 0.18% | Invesco Advisers, Inc. |
| 2 | Invesco S&P 500 Equal Weight ETF · RSP cheaper | 77% | 0.20% | Invesco Capital Management LLC |
| 3 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper | 73% | 0.09% | BlackRock Fund Advisors |
| 4 | Invesco S&P 500 Equal Weight Income Advantage ETF cheaper | 73% | 0.29% | Invesco Capital Management LLC |
| 5 | iShares MSCI USA Size Factor ETF · SIZE cheaper | 72% | 0.15% | BlackRock Fund Advisors |
| 6 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper | 72% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 7 | Invesco V.I. Equally-Weighted S&P 500 Fund cheaper | 71% | 0.34% | Invesco Advisers, Inc. |
| 8 | Stratified LargeCap Index ETF · SSPY cheaper | 62% | 0.45% | Exchange Traded Concepts, LLC |
| 9 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper | 60% | 0.35% | Victory Capital Management Inc. |
| 10 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper | 60% | 0.35% | Victory Capital Management Inc. |
| 11 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 56% | 0.20% | — |
| 12 | DoubleLine Fortune 500 Equal Weight ETF · DFVE cheaper | 56% | 0.20% | DoubleLine ETF Adviser LP |
| 13 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper | 54% | 0.09% | DBX Advisors LLC |
| 14 | John Hancock Multifactor Large Cap ETF · JHML cheaper | 53% | 0.29% | John Hancock Investment Management LLC |
| 15 | Xtrackers Russell US Multifactor ETF · DEUS cheaper | 51% | 0.17% | DBX Advisors LLC |
| 16 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 50% | 0.57% | First Trust Advisors L.P. |
| 17 | iShares Morningstar Mid-Cap ETF · IMCB cheaper | 50% | 0.04% | BlackRock Fund Advisors |
| 18 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper | 49% | 0.04% | SSGA Funds Management, Inc. |
| 19 | iShares S&P 500 Value ETF · IVE cheaper | 49% | 0.18% | BlackRock Fund Advisors |
| 20 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 49% | 0.18% | — |
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