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 | 1290 VT Socially Responsible Portfolio diff. adviser | 91% | 0.65% | Equitable Investment Management Group, LLC |
| 2 | THRIVENT ESG INDEX PORTFOLIO diff. adviser | 91% | 0.37% | Thrivent Financial for Lutherans |
| 3 | Green Century Equity Fund · GCEQX, GCEUX diff. adviser | 88% | 0.90% | GREEN CENTURY CAPITAL MANAGEMENT, INC. |
| 4 | iShares ESG MSCI USA Leaders ETF · SUSL cheaper | 84% | 0.10% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 81% | 0.09% | DBX Advisors LLC |
| 6 | Fidelity U.S. Sustainability Index Fund · FITLX cheaper diff. adviser | 77% | 0.11% | Fidelity Management & Research Company LLC |
| 7 | World Selection Index Fund · NSRKX, NSRIX cheaper diff. adviser | 61% | 0.24% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | Xtrackers S&P 500 Scored & Screened ETF · SNPE cheaper diff. adviser | 60% | 0.10% | DBX Advisors LLC |
| 9 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV cheaper diff. adviser | 60% | 0.10% | SSGA Funds Management, Inc. |
| 10 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper | 58% | 0.08% | BlackRock Fund Advisors |
| 11 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 58% | 0.03% | The Vanguard Group, Inc. |
| 12 | Sp Funds S&p 500 Sharia Industry Exclusions ETF · SPUS diff. adviser | 57% | 0.45% | Tidal Investments LLC |
| 13 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 56% | 0.74% | Domini Impact Investments LLC |
| 14 | NYLI Candriam U.S. Large Cap Equity ETF · IQSU cheaper diff. adviser | 56% | 0.09% | New York Life Investment Management LLC |
| 15 | JNL/Morningstar U.S. Sustainability Index Fund diff. adviser | 56% | 0.36% | Jackson National Asset Management, LLC |
| 16 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 55% | 0.07% | DBX Advisors LLC |
| 17 | Steward Values Enhanced Large Cap Fund · SEEKX, SEECX, SEEBX, SEEHX diff. adviser | 55% | 0.51% | Crossmark Global Investments, Inc. |
| 18 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 54% | 0.10% | DBX Advisors LLC |
| 19 | iShares ESG Aware MSCI USA ETF · ESGU cheaper | 54% | 0.15% | BlackRock Fund Advisors |
| 20 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 54% | 0.07% | Reflection Asset Management, LLC |
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