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 | iShares MSCI World ETF · URTH cheaper diff. adviser | 34% | 0.24% | BlackRock Fund Advisors |
| 2 | JNL/Mellon World Index Fund cheaper diff. adviser | 34% | 0.30% | Jackson National Asset Management, LLC |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 34% | 0.09% | DBX Advisors LLC |
| 4 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 33% | 0.32% | BlackRock Fund Advisors |
| 5 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 33% | 0.25% | BlackRock Fund Advisors |
| 6 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 33% | 0.45% | Jackson National Asset Management, LLC |
| 7 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 33% | 0.39% | Lincoln Financial Investments Corporation |
| 8 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 32% | 0.39% | Allianz Investment Management LLC |
| 9 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 32% | 0.42% | Equitable Investment Management Group, LLC |
| 10 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 32% | 0.33% | Wilshire Advisors LLC |
| 11 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 32% | 0.29% | John Hancock Investment Management LLC |
| 12 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 32% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 32% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 14 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 32% | 0.49% | Lincoln Financial Investments Corporation |
| 15 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 32% | 0.01% | Fidelity Management & Research Company LLC |
| 16 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 32% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | iShares Russell 3000 ETF · IWV cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 18 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 32% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 32% | 0.03% | BlackRock Fund Advisors |
| 20 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 32% | 0.31% | Jackson National Asset Management, LLC |
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