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 | Calvert U.S. Large Cap Core Responsible Index Fund · CSXAX, CSXCX, CISIX, CSXRX cheaper | 76% | 0.19% | Calvert Research and Management |
| 2 | Calvert US Large-Cap Core Responsible Index ETF · CVLC cheaper | 76% | 0.15% | — |
| 3 | Strive 1000 Growth ETF · STXG cheaper diff. adviser | 76% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 68% | 0.08% | BlackRock Fund Advisors |
| 5 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 68% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 68% | 0.03% | The Vanguard Group, Inc. |
| 7 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 68% | 0.03% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 68% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | EQ/Large Cap Growth Index Portfolio diff. adviser | 68% | 0.47% | Equitable Investment Management Group, LLC |
| 10 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 67% | 0.07% | Reflection Asset Management, LLC |
| 11 | PD Large-Cap Growth Index Portfolio cheaper diff. adviser | 67% | 0.17% | Pacific Life Fund Advisors LLC |
| 12 | Nuveen Large Cap Growth Index Fund · TILIX, TRIRX, TRIHX, TRIWX cheaper diff. adviser | 67% | 0.00% | Teachers Advisors, LLC |
| 13 | AZL Russell 1000 Growth Index Fund diff. adviser | 67% | 0.43% | Allianz Investment Management LLC |
| 14 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND · VRGWX, VONG cheaper diff. adviser | 67% | 0.05% | The Vanguard Group, Inc. |
| 15 | iShares Russell 1000 Growth ETF · IWF cheaper diff. adviser | 67% | 0.18% | BlackRock Fund Advisors |
| 16 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 67% | 0.09% | PROSHARE ADVISORS LLC |
| 17 | iShares Morningstar Growth ETF · ILCG cheaper diff. adviser | 67% | 0.04% | BlackRock Fund Advisors |
| 18 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 66% | 0.09% | PROSHARE ADVISORS LLC |
| 19 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 66% | 0.20% | SSGA Funds Management, Inc. |
| 20 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 66% | 0.15% | BlackRock Fund Advisors |
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