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 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 39% | 0.55% | First Trust Advisors L.P. |
| 2 | Victory Multi-Cap Fund · MNNAX, MNNCX, MNNYX diff. adviser | 37% | 0.95% | Victory Capital Management Inc. |
| 3 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX cheaper diff. adviser | 36% | 0.78% | Victory Capital Management Inc. |
| 4 | Natixis Gateway Quality Income ETF cheaper diff. adviser | 36% | 0.34% | Natixis Advisors, LLC |
| 5 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 35% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 35% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 35% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 35% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 35% | 0.92% | HORIZON INVESTMENTS LLC. |
| 10 | SGI U.S. Large Cap Core ETF · SGLC cheaper diff. adviser | 35% | 0.85% | Summit Global Investment, LLC |
| 11 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 35% | 0.35% | Harbor Capital Advisors, Inc. |
| 12 | VOYA INDEX PLUS LARGECAP PORTFOLIO · IPLIX, IPLSX, VIPAX cheaper diff. adviser | 35% | 0.55% | Voya Investments, LLC |
| 13 | Steward Large Cap Core Fund · SJCAX, SJCCX, SJCRX, SJCIX cheaper diff. adviser | 34% | 0.75% | Crossmark Global Investments, Inc. |
| 14 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 34% | 0.55% | Transamerica Asset Management, Inc. |
| 15 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 34% | 0.15% | Franklin Advisory Services, LLC |
| 16 | Cromwell Long Short Fund · MFADX, MFLDX diff. adviser | 34% | 1.91% | Cromwell Investment Advisors, LLC |
| 17 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX cheaper diff. adviser | 34% | 0.75% | Crossmark Global Investments, Inc. |
| 18 | iShares U.S. Large Cap Premium Income Active ETF cheaper diff. adviser | 34% | 0.35% | BlackRock Fund Advisors |
| 19 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 33% | 0.42% | Columbia Management Investment Advisers, LLC |
| 20 | Columbia Variable Portfolio - Disciplined Core Fund cheaper diff. adviser | 33% | 0.67% | Columbia Management Investment Advisers, LLC |
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