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 | EQ/AB Sustainable U.S. Thematic Portfolio cheaper diff. adviser | 53% | 0.75% | Equitable Investment Management Group, LLC |
| 2 | AB Sustainable US Thematic Portfolio · FFTYX, SUTAX, SUTZX, SUTCX cheaper | 50% | 0.67% | AllianceBernstein L.P. |
| 3 | AB Sustainable Global Thematic Portfolio | 47% | 0.91% | AllianceBernstein L.P. |
| 4 | JNL/AB Sustainable Global Thematic Fund diff. adviser | 45% | 0.91% | Jackson National Asset Management, LLC |
| 5 | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. · ALTFX, ATECX, ATEYX, AGTIX, ATEZX cheaper | 41% | 0.72% | AllianceBernstein L.P. |
| 6 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 26% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 7 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 25% | 0.70% | Sit Investment Associates, Inc. |
| 8 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 22% | 0.13% | SSGA Funds Management, Inc. |
| 9 | Principal Quality ETF · PSET cheaper diff. adviser | 22% | 0.15% | Principal Global Investors, LLC |
| 10 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 22% | 0.85% | SSGA Funds Management, Inc. |
| 11 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 22% | 0.25% | SSGA Funds Management, Inc. |
| 12 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 22% | 0.38% | SSGA Funds Management, Inc. |
| 13 | AB US Low Volatility Equity ETF · LOWV cheaper | 22% | 0.39% | AllianceBernstein L.P. |
| 14 | Archer Stock Fund · ARSKX diff. adviser | 22% | 1.16% | Archer Investment Corp. |
| 15 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 22% | 1.22% | AllianceBernstein L.P. |
| 16 | Allspring VT Index Asset Allocation Fund diff. adviser | 22% | 1.01% | Allspring Funds Management, LLC |
| 17 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 22% | 0.17% | SSGA Funds Management, Inc. |
| 18 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 21% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 19 | Allspring Index Asset Allocation Fund · SFAAX, WFALX, WFAIX, WFATX cheaper diff. adviser | 21% | 0.75% | Allspring Funds Management, LLC |
| 20 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 21% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
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