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 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper diff. adviser | 44% | 0.09% | PROSHARE ADVISORS LLC |
| 2 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 37% | 0.07% | DBX Advisors LLC |
| 3 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 37% | 0.08% | BlackRock Fund Advisors |
| 4 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 36% | 0.10% | DBX Advisors LLC |
| 5 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 35% | 0.07% | Reflection Asset Management, LLC |
| 6 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 35% | 0.03% | The Vanguard Group, Inc. |
| 7 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 34% | 0.09% | PROSHARE ADVISORS LLC |
| 8 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 33% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | VANGUARD ESG U.S. STOCK ETF · ESGV cheaper diff. adviser | 33% | 0.09% | The Vanguard Group, Inc. |
| 10 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper diff. adviser | 33% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 11 | JNL/Morningstar U.S. Sustainability Index Fund cheaper diff. adviser | 33% | 0.36% | Jackson National Asset Management, LLC |
| 12 | Azoria 500 Meritocracy ETF · SPXM cheaper | 33% | 0.47% | — |
| 13 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 33% | 0.09% | — |
| 14 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 33% | 0.08% | BlackRock Fund Advisors |
| 15 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 33% | 0.15% | Franklin Advisory Services, LLC |
| 16 | Wahed FTSE USA Shariah ETF · HLAL cheaper diff. adviser | 32% | 0.50% | Wahed Invest LLC |
| 17 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 32% | 0.09% | PROSHARE ADVISORS LLC |
| 18 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 32% | 0.19% | DBX Advisors LLC |
| 19 | VistaShares Target 15 S&P 100 Distribution ETF | 32% | — | — |
| 20 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 32% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
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