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 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 44% | 0.34% | Lattice Strategies LLC |
| 2 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 42% | 0.79% | Swan Capital Management, LLC |
| 3 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 41% | 1.28% | Sparrow Capital Management, Inc. |
| 4 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF | 41% | 0.65% | — |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 40% | 0.12% | Principal Global Investors, LLC |
| 6 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 40% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 40% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 40% | 0.15% | Fidelity Management & Research Company LLC |
| 9 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 10 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 39% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 11 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 38% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Optimized Equity Income ETF · OEI | 38% | 0.75% | — |
| 13 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper diff. adviser | 38% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 38% | 0.36% | Lincoln Financial Investments Corporation |
| 15 | Pacer PE/VC ETF · PEVC diff. adviser | 38% | 0.85% | Pacer Advisors, Inc. |
| 16 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 38% | 0.57% | BlackRock Advisors, LLC |
| 17 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 37% | 0.46% | Victory Capital Management Inc. |
| 18 | Motley Fool 100 Index ETF · TMFC diff. adviser | 37% | 0.50% | Motley Fool Asset Management |
| 19 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 20 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 37% | 0.54% | New York Life Investment Management LLC |
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