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 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 34% | 0.29% | Virtus Investment Advisers, LLC |
| 2 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 31% | 0.46% | Franklin Advisers, Inc. |
| 3 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 31% | 0.15% | SSGA Funds Management, Inc. |
| 4 | PeakShares RMR Prime Equity ETF | 29% | 1.05% | — |
| 5 | Pacer S&P 500 Quality FCF R&D Leaders ETF · QFRD cheaper | 29% | 0.49% | — |
| 6 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 29% | 0.48% | Voya Investments, LLC |
| 7 | JPMorgan Equity Premium Income Fund · JEPAX, JEPCX, JEPIX, JEPSX, JEPRX cheaper diff. adviser | 29% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 8 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 28% | 0.18% | — |
| 9 | JPMorgan Equity Premium Income ETF · JEPI cheaper diff. adviser | 28% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 10 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 28% | 0.25% | Invesco Capital Management LLC |
| 11 | Fidelity Enhanced U.S. All-Cap Equity ETF · FEAC cheaper diff. adviser | 28% | 0.18% | Fidelity Management & Research Company LLC |
| 12 | Zacks All-Cap Core Fund diff. adviser | 28% | 1.01% | Zacks Investment Management, Inc. |
| 13 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
| 14 | First Trust NASDAQ-100 Equal Weighted Index Fund · QQEW cheaper diff. adviser | 27% | 0.55% | First Trust Advisors L.P. |
| 15 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 27% | 0.09% | — |
| 16 | NAA LARGE CORE FUND · GILIX, SECEX, SFECX, SFEPX diff. adviser | 27% | 1.00% | New Age Alpha Advisors, LLC |
| 17 | NAA LARGE CORE SERIES diff. adviser | 27% | 0.94% | New Age Alpha Advisors, LLC |
| 18 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 27% | 0.15% | Franklin Advisory Services, LLC |
| 19 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 27% | 0.10% | Invesco Capital Management LLC |
| 20 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 27% | 0.09% | PROSHARE ADVISORS LLC |
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