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 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper | 55% | 0.49% | Tidal Investments LLC |
| 2 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 54% | 0.28% | WisdomTree Asset Management, Inc. |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 53% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF · SHE cheaper diff. adviser | 53% | 0.20% | SSGA Funds Management, Inc. |
| 5 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 50% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 50% | 0.14% | — |
| 7 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 49% | 0.07% | DBX Advisors LLC |
| 8 | JNL/Morningstar U.S. Sustainability Index Fund cheaper diff. adviser | 49% | 0.36% | Jackson National Asset Management, LLC |
| 9 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 49% | 0.03% | The Vanguard Group, Inc. |
| 10 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 49% | 0.04% | BlackRock Fund Advisors |
| 11 | ONEASCENT LARGE CAP CORE ETF · OALC cheaper diff. adviser | 48% | 0.49% | OneAscent Investment Solutions, LLC |
| 12 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 48% | 0.08% | BlackRock Fund Advisors |
| 13 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 48% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 48% | 0.04% | The Vanguard Group, Inc. |
| 16 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 48% | 0.43% | Voya Investments, LLC |
| 17 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 48% | 1.09% | — |
| 18 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 47% | 0.09% | DBX Advisors LLC |
| 19 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 47% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 47% | 0.04% | SSGA Funds Management, Inc. |
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