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 | Principal Value ETF · PY cheaper diff. adviser | 35% | 0.15% | Principal Global Investors, LLC |
| 2 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 31% | 0.95% | — |
| 3 | GMO U.S. Quality ETF · QLTY diff. adviser | 30% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 4 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 30% | 0.19% | DBX Advisors LLC |
| 5 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 29% | 1.09% | — |
| 6 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 29% | 0.49% | Applied Finance Advisors, LLC |
| 7 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX diff. adviser | 29% | 0.42% | Columbia Management Investment Advisers, LLC |
| 8 | State Farm Growth Fund · STFGX cheaper diff. adviser | 29% | 0.12% | State Farm Investment Management Corp. |
| 9 | Large Cap Core Fund · NOLCX diff. adviser | 29% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Columbia Variable Portfolio - Disciplined Core Fund diff. adviser | 29% | 0.67% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX diff. adviser | 29% | 0.63% | Columbia Management Investment Advisers, LLC |
| 12 | Columbia Variable Portfolio - Core Equity Fund diff. adviser | 29% | 0.40% | Columbia Management Investment Advisers, LLC |
| 13 | Income Equity Fund · NOIEX diff. adviser | 28% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Invesco RAFI Strategic US ETF · IUS cheaper diff. adviser | 28% | 0.19% | Invesco Capital Management LLC |
| 15 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 16 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 28% | 0.10% | Fidelity Management & Research Company LLC |
| 17 | Horizon Dividend Income ETF · DIVN diff. adviser | 28% | 0.70% | HORIZON INVESTMENTS LLC. |
| 18 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 28% | 0.85% | Fred Alger Management, Inc. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 28% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 28% | 0.28% | WisdomTree Asset Management, Inc. |
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