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 | LVIP American Century Balanced Fund cheaper diff. adviser | 82% | 0.67% | Lincoln Financial Investments Corporation |
| 2 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper | 59% | 0.00% | American Century Investment Management, Inc. |
| 3 | American Century Large Cap Equity ETF · ACLC cheaper | 59% | 0.39% | — |
| 4 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 58% | 0.66% | New York Life Investment Management LLC |
| 5 | MML Sustainable Equity Fund cheaper diff. adviser | 58% | 0.57% | MML Investment Advisers, LLC |
| 6 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 43% | 0.09% | Invesco Capital Management LLC |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 8 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 43% | 0.15% | BlackRock Fund Advisors |
| 9 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 43% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 10 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 42% | 0.15% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 42% | 0.36% | Voya Investments, LLC |
| 12 | T. Rowe Price Active Core U.S. Equity ETF · TACU cheaper diff. adviser | 42% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 42% | 0.15% | Victory Capital Management Inc. |
| 14 | Persimmon Long/Short Fund · LSEIX diff. adviser | 42% | 1.99% | Dakota Wealth, LLC. |
| 15 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper diff. adviser | 42% | 0.28% | Venerable Investment Advisers, LLC |
| 16 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 42% | 0.02% | SSGA Funds Management, Inc. |
| 17 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 42% | 0.03% | The Vanguard Group, Inc. |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 42% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 42% | 0.04% | Invesco Capital Management LLC |
| 20 | LargeCap S&P 500 Index Fund · PLFMX, PLFPX, PLFIX, PSPJX, PLSAX cheaper diff. adviser | 42% | 0.10% | Principal Global Investors, LLC |
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