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 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 68% | 0.03% | The Vanguard Group, Inc. |
| 2 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 68% | 0.07% | Reflection Asset Management, LLC |
| 3 | Calvert U.S. Large Cap Core Responsible Index Fund · CSXAX, CSXCX, CISIX, CSXRX cheaper diff. adviser | 65% | 0.19% | Calvert Research and Management |
| 4 | Calvert US Large-Cap Core Responsible Index ETF · CVLC cheaper | 65% | 0.15% | — |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 65% | 0.05% | The Vanguard Group, Inc. |
| 6 | VANGUARD ESG U.S. STOCK ETF · ESGV cheaper diff. adviser | 65% | 0.09% | The Vanguard Group, Inc. |
| 7 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 64% | 0.10% | DBX Advisors LLC |
| 8 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 64% | 0.08% | BlackRock Fund Advisors |
| 9 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 64% | 0.18% | — |
| 10 | Calvert U.S. Large Cap Growth Responsible Index Fund · CGJAX, CGJIX, CLGRX cheaper diff. adviser | 63% | 0.21% | Calvert Research and Management |
| 11 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 63% | 0.15% | BlackRock Fund Advisors |
| 12 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 63% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 63% | 0.32% | — |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 63% | 0.36% | Voya Investments, LLC |
| 15 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 63% | 0.29% | Invesco Capital Management LLC |
| 16 | RACWI US ETF · RAUS cheaper | 62% | 0.00% | — |
| 17 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 62% | 0.03% | The Vanguard Group, Inc. |
| 18 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 62% | 0.15% | Victory Capital Management Inc. |
| 19 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 62% | 0.05% | TCW Investment Management Company LLC |
| 20 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 62% | 0.09% | PROSHARE ADVISORS LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.