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 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 38% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX cheaper diff. adviser | 37% | 0.78% | AQR Capital Management, LLc |
| 3 | Allspring Disciplined Large Cap Portfolio diff. adviser | 37% | — | Allspring Funds Management, LLC |
| 4 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 37% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 35% | 0.42% | Allspring Funds Management, LLC |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 34% | 0.15% | Franklin Advisory Services, LLC |
| 7 | Clearwater Core Equity Fund · QWVPX cheaper diff. adviser | 34% | 0.90% | Clearwater Management Co Inc. |
| 8 | Systematic Core Fund · VCGAX cheaper diff. adviser | 34% | 0.64% | The Variable Annuity Life Insurance Company |
| 9 | GuideMark Large Cap Core Fund · GMLGX, GILGX, GLCPX cheaper diff. adviser | 34% | 0.55% | AssetMark Inc. |
| 10 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 34% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Tax-Managed U.S. Large Cap Fund · RETSX, RTLCX, RTLAX, RTMTX cheaper diff. adviser | 33% | 0.80% | Russell Investment Management, LLC |
| 12 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 33% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | ActivePassive U.S. Equity ETF · APUE cheaper | 33% | 0.31% | — |
| 14 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 33% | 0.55% | First Trust Advisors L.P. |
| 15 | iShares Enhanced Large Cap Core Active ETF cheaper | 33% | 0.22% | — |
| 16 | iShares U.S. Equity Factor ETF · LRGF cheaper diff. adviser | 33% | 0.08% | BlackRock Fund Advisors |
| 17 | Pathfinder Disciplined US Equity ETF · PFDE cheaper | 33% | 0.59% | — |
| 18 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 33% | 0.56% | SunAmerica Asset Management, LLC |
| 19 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 33% | 0.15% | — |
| 20 | U.S. Strategic Equity Fund · RSEAX, RSECX, RSESX, RESRX, RUSTX, RUSPX cheaper diff. adviser | 32% | 0.65% | Russell Investment Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.