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 | College Retirement Equities Fund - Global Equities Account · QCGLRX, QCGLPX, QCGLIX, QCGLFX diff. adviser | 28% | — | TIAA-CREF Investment Management, LLC |
| 2 | Guardian Diversified Research VIP Fund diff. adviser | 27% | 0.95% | Park Avenue Institutional Advisers LLC |
| 3 | Putnam VT Research Fund cheaper diff. adviser | 27% | 0.70% | Putnam Investment Management, LLC |
| 4 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper diff. adviser | 26% | 0.49% | Putnam Investment Management, LLC |
| 5 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 26% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 6 | Principal Capital Appreciation Account cheaper diff. adviser | 26% | 0.63% | Principal Global Investors, LLC |
| 7 | Invesco MSCI Global Climate 500 ETF cheaper diff. adviser | 26% | 0.10% | Invesco Capital Management LLC |
| 8 | Nelson Select ETF | 26% | — | — |
| 9 | Horizon Expedition Plus ETF · HBTA diff. adviser | 25% | 0.86% | HORIZON INVESTMENTS LLC. |
| 10 | Fidelity SAI Sustainable Sector Fund · FIDJX cheaper diff. adviser | 25% | 0.44% | Fidelity Management & Research Company LLC |
| 11 | Zacks All-Cap Core Fund diff. adviser | 25% | 1.01% | Zacks Investment Management, Inc. |
| 12 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 25% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 25% | 0.32% | — |
| 14 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 25% | 0.59% | Fidelity Management & Research Company LLC |
| 15 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 25% | 0.18% | — |
| 16 | American Century Large Cap Equity ETF · ACLC cheaper | 25% | 0.39% | — |
| 17 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX cheaper diff. adviser | 25% | 0.75% | Fidelity Management & Research Company LLC |
| 18 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper diff. adviser | 25% | 0.56% | Fidelity Management & Research Company LLC |
| 19 | Horizon Defensive Core Fund · HESGX, HESIX, HESAX diff. adviser | 25% | 0.83% | HORIZON INVESTMENTS LLC. |
| 20 | Invesco V.I. Main Street Fund diff. adviser | 25% | 0.80% | Invesco Advisers, Inc. |
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