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 | Abacus FCF Innovation Leaders ETF · ABOT cheaper | 34% | 0.39% | — |
| 2 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW | 33% | 0.49% | Pacer Advisors, Inc. |
| 3 | Fidelity Stocks for Inflation ETF · FCPI cheaper | 32% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX | 31% | 0.74% | Columbia Management Investment Advisers, LLC |
| 5 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX cheaper | 30% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper | 30% | 0.01% | American Century Investment Management, Inc. |
| 7 | MFS Blended Research Core Equity Portfolio cheaper | 30% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper | 30% | 0.10% | Fidelity Management & Research Company LLC |
| 9 | SA Franklin Systematic U.S. Large Cap Core Portfolio | 30% | 0.56% | SunAmerica Asset Management, LLC |
| 10 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper | 30% | 0.01% | American Century Investment Management, Inc. |
| 11 | VictoryShares Free Cash Flow Growth ETF · GFLW cheaper | 29% | 0.39% | Victory Capital Management Inc. |
| 12 | Fidelity U.S. Multifactor ETF · FLRG cheaper | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Columbia Variable Portfolio - Disciplined Core Fund | 29% | 0.67% | Columbia Management Investment Advisers, LLC |
| 14 | Columbia Variable Portfolio - Core Equity Fund cheaper | 29% | 0.40% | Columbia Management Investment Advisers, LLC |
| 15 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX | 29% | 1.83% | Saratoga Capital Management, LLC |
| 16 | FlexShares Quality Dividend Index Fund · QDF cheaper | 29% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX | 28% | 0.63% | Columbia Management Investment Advisers, LLC |
| 18 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX | 28% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | U.S. Large Cap Growth Portfolio cheaper | 28% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX | 28% | 0.75% | Crossmark Global Investments, Inc. |
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