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 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX | 59% | 0.01% | American Century Investment Management, Inc. |
| 2 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 54% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Optimized Equity Income ETF · OEI | 54% | 0.75% | — |
| 4 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 53% | 0.56% | SunAmerica Asset Management, LLC |
| 5 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX diff. adviser | 53% | 0.07% | Reflection Asset Management, LLC |
| 6 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 52% | 0.36% | Lincoln Financial Investments Corporation |
| 7 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 52% | 0.00% | Franklin Advisers, Inc. |
| 8 | Alpha Architect US Equity 2 ETF · AAEQ | 52% | 0.15% | — |
| 9 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX diff. adviser | 52% | 0.03% | The Vanguard Group, Inc. |
| 10 | Systematic Core Fund · VCGAX diff. adviser | 52% | 0.64% | The Variable Annuity Life Insurance Company |
| 11 | BlackRock Sustainable Aware Advantage Large Cap Core Fund diff. adviser | 51% | 0.43% | BlackRock Advisors, LLC |
| 12 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 51% | 0.42% | Allspring Funds Management, LLC |
| 13 | Victory 500 Index Fund · USSPX, USPRX diff. adviser | 51% | 0.15% | Victory Capital Management Inc. |
| 14 | FlexShares US Quality Large Cap Index Fund · QLC diff. adviser | 51% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | iShares Russell Top 200 ETF · IWL diff. adviser | 51% | 0.15% | BlackRock Fund Advisors |
| 16 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST diff. adviser | 51% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 17 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 51% | 0.36% | Voya Investments, LLC |
| 18 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC diff. adviser | 51% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 19 | VANGUARD ESG U.S. STOCK ETF · ESGV diff. adviser | 51% | 0.09% | The Vanguard Group, Inc. |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC diff. adviser | 51% | 0.05% | The Vanguard Group, Inc. |
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