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 | Columbia Variable Portfolio - Core Equity Fund cheaper | 72% | 0.40% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - Disciplined Core Fund | 72% | 0.67% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX | 71% | 0.63% | Columbia Management Investment Advisers, LLC |
| 4 | Large Cap Core Fund · NOLCX diff. adviser | 59% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 59% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 57% | 0.35% | Harbor Capital Advisors, Inc. |
| 7 | SGI Enhanced Market Leaders ETF · LDRX | 56% | 0.59% | — |
| 8 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 56% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 56% | 0.56% | SunAmerica Asset Management, LLC |
| 10 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 56% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 11 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 55% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 13 | Optimized Equity Income ETF · OEI | 55% | 0.75% | — |
| 14 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 55% | 0.35% | PGIM INVESTMENTS LLC |
| 15 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 55% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 16 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 55% | 0.32% | — |
| 17 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 54% | 0.50% | Tidal Investments LLC |
| 18 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 19 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 54% | 0.42% | Allspring Funds Management, LLC |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 54% | — | — |
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