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 | Allspring Diversified Large Cap Growth Portfolio | 18% | — | — |
| 2 | Series D (World Equity Income Series) cheaper | 16% | 0.87% | — |
| 3 | Guggenheim World Equity Income Fund · SEQAX, SFGCX, SEWIX, SEQPX cheaper | 16% | 0.94% | — |
| 4 | Gotham Enhanced 500 Plus Fund · GEFPX cheaper diff. adviser | 16% | 2.02% | Gotham Asset Management, LLC |
| 5 | BlackRock Sustainable Advantage Global Equity Fund cheaper diff. adviser | 16% | 0.66% | BlackRock Advisors, LLC |
| 6 | SIIT WORLD SELECT EQUITY FUND · SWSAX cheaper | 16% | 0.64% | — |
| 7 | Victory 500 Index VIP Series cheaper diff. adviser | 14% | 0.28% | Victory Capital Management Inc. |
| 8 | Gotham Hedged Core Fund · GCHDX cheaper diff. adviser | 14% | 1.70% | Gotham Asset Management, LLC |
| 9 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 14% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 10 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 13% | 0.00% | — |
| 11 | Large Cap Equity Fund · TLGUX cheaper | 13% | 0.47% | — |
| 12 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 13% | 0.59% | — |
| 13 | Nationwide Nasdaq-100 Risk-Managed Income ETF cheaper diff. adviser | 13% | 0.68% | Nationwide Fund Advisors |
| 14 | MML Equity Rotation Fund cheaper diff. adviser | 13% | 0.70% | MML Investment Advisers, LLC |
| 15 | Global X Nasdaq 100 ESG Covered Call ETF cheaper diff. adviser | 13% | 0.61% | Global X Management Company LLC |
| 16 | Unusual Whales Subversive Republican Trading ETF cheaper | 13% | 0.83% | — |
| 17 | Victory Special Value Fund · SSVSX, VSVCX, VSVGX, VSPIX, VSVYX cheaper diff. adviser | 12% | 1.10% | Victory Capital Management Inc. |
| 18 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 12% | 0.32% | — |
| 19 | Allspring Large Company Value Portfolio | 12% | — | — |
| 20 | Hartford Longevity Economy ETF · HLGE cheaper | 12% | 0.44% | — |
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