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 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX cheaper | 22% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 2 | American Funds Global Insight Fund · RGLGX, CGVYX, RGLFX, RGLEX, RGLDX, RGLHX, AGVTX, RGLBX, RGLAX, AGVHX, AGVGX, AGVEX, AGVDX, AGVFX, CGVTX, CGVFX, CGVEX, CGVBX, RGLJX, CGVGX, CGVHX cheaper diff. adviser | 22% | 0.45% | Capital Research and Management Company |
| 3 | Capital Group Global Equity ETF · CGGE cheaper diff. adviser | 21% | 0.47% | Capital Research and Management Company |
| 4 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 20% | 0.77% | Nationwide Fund Advisors |
| 5 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 20% | 1.05% | Fidelity Management & Research Company LLC |
| 6 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 20% | 0.76% | Templeton Global Advisors Limited |
| 7 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX cheaper | 20% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 8 | MFS Global Research Portfolio cheaper diff. adviser | 20% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Growth and Income Portfolio cheaper | 20% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 10 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 19% | 0.49% | Tidal Investments LLC |
| 11 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX cheaper diff. adviser | 19% | 0.73% | Templeton Global Advisors Limited |
| 12 | Templeton Growth VIP Fund diff. adviser | 19% | 0.87% | Templeton Global Advisors Limited |
| 13 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX cheaper diff. adviser | 19% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. cheaper | 19% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 15 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 19% | 0.49% | Russell Investment Management, LLC |
| 16 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX cheaper | 19% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 17 | Eaton Vance Tax-Managed Buy-Write Income Fund | 19% | — | — |
| 18 | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 19% | — | — |
| 19 | Venerable World Equity Fund cheaper diff. adviser | 18% | 0.85% | Venerable Investment Advisers, LLC |
| 20 | iShares Future Exponential Technologies ETF · XT cheaper diff. adviser | 18% | 0.46% | BlackRock Fund Advisors |
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