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 | First Trust Multi Cap Growth AlphaDEX Fund · FAD diff. adviser | 40% | 0.63% | First Trust Advisors L.P. |
| 2 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX diff. adviser | 31% | 0.31% | AQR Capital Management, LLc |
| 3 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX | 30% | 0.18% | The Vanguard Group, Inc. |
| 4 | VANGUARD U.S. MULTIFACTOR ETF · VFMF | 30% | 0.18% | The Vanguard Group, Inc. |
| 5 | First Trust Large Cap Growth AlphaDEX Fund · FTC diff. adviser | 30% | 0.58% | First Trust Advisors L.P. |
| 6 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX diff. adviser | 29% | 0.52% | AQR Capital Management, LLc |
| 7 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS diff. adviser | 29% | 0.29% | Pacific Investment Management Company LLC |
| 8 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 29% | 0.37% | Jackson National Asset Management, LLC |
| 9 | Longboard Fund · LONAX, LONGX diff. adviser | 29% | 1.99% | Longboard Asset Management, LP |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper | 29% | 0.05% | The Vanguard Group, Inc. |
| 11 | Invesco Dorsey Wright Momentum ETF · PDP diff. adviser | 28% | 0.62% | Invesco Capital Management LLC |
| 12 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 27% | 0.12% | SSGA Funds Management, Inc. |
| 13 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX diff. adviser | 27% | 0.90% | Brinker Capital Investments, LLC |
| 14 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper | 27% | 0.02% | The Vanguard Group, Inc. |
| 15 | Small Cap Index Trust · JAEWX, JESIX, JAJOX diff. adviser | 27% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 16 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Avantis U.S. Large Cap Equity ETF · AVLC | 26% | 0.15% | — |
| 18 | Avantis U.S. Equity ETF · AVUS | 26% | 0.15% | — |
| 19 | Dimensional U.S. Core Equity 2 ETF · DFAC diff. adviser | 26% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 26% | 0.00% | Teachers Advisors, LLC |
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