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 | Victory Market Neutral Income Fund · CBHAX, CBHCX, CBHIX, CBHMX cheaper diff. adviser | 8% | 0.41% | Victory Capital Management Inc. |
| 2 | iShares Global Equity Factor ETF · GLOF cheaper diff. adviser | 6% | 0.20% | BlackRock Fund Advisors |
| 3 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 5% | 0.20% | BlackRock Fund Advisors |
| 4 | BlackRock Advantage Global Fund, Inc. diff. adviser | 5% | 0.66% | BlackRock Advisors, LLC |
| 5 | Global Strategy Fund · VGLSX diff. adviser | 5% | 0.63% | The Variable Annuity Life Insurance Company |
| 6 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 5% | 0.25% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 5% | 0.25% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 5% | 0.25% | Charles Schwab Investment Management, Inc. |
| 9 | FlexShares International Quality Dividend Dynamic Index Fund · IQDY diff. adviser | 5% | 0.47% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 5% | 0.32% | BlackRock Fund Advisors |
| 11 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 5% | 0.09% | DBX Advisors LLC |
| 12 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 5% | 0.12% | SSGA Funds Management, Inc. |
| 13 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 5% | 0.06% | Franklin Advisory Services, LLC |
| 14 | First Trust Dow Jones Global Select Dividend Index Fund · FGD | 5% | 0.55% | — |
| 15 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 5% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 16 | FlexShares International Quality Dividend Index Fund · IQDF diff. adviser | 5% | 0.47% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | AB US High Dividend ETF · HIDV cheaper diff. adviser | 5% | 0.35% | AllianceBernstein L.P. |
| 18 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 5% | 0.09% | BlackRock Fund Advisors |
| 19 | Virtus International Dividend ETF · VDI cheaper | 5% | 0.39% | — |
| 20 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 5% | 0.28% | WisdomTree Asset Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.