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 US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 48% | 0.14% | — |
| 2 | JNL/Morningstar U.S. Sustainability Index Fund | 46% | 0.36% | Jackson National Asset Management, LLC |
| 3 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 46% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 4 | Xtrackers S&P 500 Scored & Screened ETF · SNPE cheaper | 46% | 0.10% | DBX Advisors LLC |
| 5 | Calvert U.S. Large Cap Growth Responsible Index Fund · CGJAX, CGJIX, CLGRX cheaper | 46% | 0.21% | Calvert Research and Management |
| 6 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV cheaper | 45% | 0.10% | SSGA Funds Management, Inc. |
| 7 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper | 45% | 0.17% | Teachers Advisors, LLC |
| 8 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX | 44% | 0.74% | Domini Impact Investments LLC |
| 9 | U.S. Socially Responsible Fund · VSRDX | 44% | 0.35% | The Variable Annuity Life Insurance Company |
| 10 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper | 44% | 0.10% | DBX Advisors LLC |
| 11 | Impax US Sustainable Economy Fund · PXWGX, PWGIX, PXGAX | 44% | 0.45% | Impax Asset Management LLC |
| 12 | Calvert U.S. Large Cap Core Responsible Index Fund · CSXAX, CSXCX, CISIX, CSXRX cheaper | 44% | 0.19% | Calvert Research and Management |
| 13 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper | 44% | 0.25% | BlackRock Fund Advisors |
| 14 | Calvert US Large-Cap Core Responsible Index ETF · CVLC cheaper | 44% | 0.15% | — |
| 15 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX | 43% | 0.48% | DWS Investment Management Americas, Inc. |
| 16 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper | 43% | 0.07% | Reflection Asset Management, LLC |
| 17 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper | 43% | 0.03% | The Vanguard Group, Inc. |
| 18 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper | 43% | 0.08% | BlackRock Fund Advisors |
| 19 | State Street(R) US Equity Premium Income ETF · SPIN cheaper | 43% | 0.25% | SSGA Funds Management, Inc. |
| 20 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper | 43% | 0.20% | Goldman Sachs Asset Management, L.P. |
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