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 | American Century Large Cap Equity ETF · ACLC | 95% | 0.39% | — |
| 2 | MML Sustainable Equity Fund diff. adviser | 92% | 0.57% | MML Investment Advisers, LLC |
| 3 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 91% | 0.66% | New York Life Investment Management LLC |
| 4 | American Century Large Cap Growth ETF · ACGR | 63% | 0.39% | — |
| 5 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX | 60% | 0.00% | American Century Investment Management, Inc. |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 7 | Balanced Fund · TWBIX, ABINX, ABGNX | 59% | 0.69% | American Century Investment Management, Inc. |
| 8 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 59% | 0.74% | Domini Impact Investments LLC |
| 9 | iShares Russell Top 200 ETF · IWL diff. adviser | 58% | 0.15% | BlackRock Fund Advisors |
| 10 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX diff. adviser | 58% | 0.03% | The Vanguard Group, Inc. |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 58% | 0.36% | Voya Investments, LLC |
| 12 | LVIP American Century Balanced Fund diff. adviser | 57% | 0.67% | Lincoln Financial Investments Corporation |
| 13 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX diff. adviser | 57% | 0.07% | Reflection Asset Management, LLC |
| 14 | SGI Enhanced Market Leaders ETF · LDRX | 57% | 0.59% | — |
| 15 | State Street(R) US Equity Premium Income ETF · SPIN diff. adviser | 56% | 0.25% | SSGA Funds Management, Inc. |
| 16 | Optimized Equity Income ETF · OEI | 56% | 0.75% | — |
| 17 | State Street U.S. Core Equity Fund · SSAQX diff. adviser | 56% | 0.13% | SSGA Funds Management, Inc. |
| 18 | iShares S&P 100 ETF · OEF diff. adviser | 56% | 0.20% | BlackRock Fund Advisors |
| 19 | iShares ESG Select Screened S&P 500 ETF · XVV diff. adviser | 56% | 0.08% | BlackRock Fund Advisors |
| 20 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 56% | 0.85% | SSGA Funds Management, Inc. |
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