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 | Eaton Vance Equity Strategy Fund · ERBAX, ERBXC, ERBIX | 59% | 0.87% | Eaton Vance Management |
| 2 | iShares MSCI World ETF · URTH cheaper diff. adviser | 37% | 0.24% | BlackRock Fund Advisors |
| 3 | JNL/Mellon World Index Fund cheaper diff. adviser | 36% | 0.30% | Jackson National Asset Management, LLC |
| 4 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 36% | 0.09% | DBX Advisors LLC |
| 5 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 36% | 0.25% | BlackRock Fund Advisors |
| 6 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 36% | 0.39% | Allianz Investment Management LLC |
| 7 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 35% | 0.29% | John Hancock Investment Management LLC |
| 8 | Voya VACS Index Series S Portfolio · VVIPX diff. adviser | 35% | — | Voya Investments, LLC |
| 9 | VOYA U.S. STOCK INDEX PORTFOLIO · INGIX, ISJBX, ISIPX, ISIVX cheaper diff. adviser | 35% | 0.15% | Voya Investments, LLC |
| 10 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 35% | 0.32% | BlackRock Fund Advisors |
| 11 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 35% | 0.18% | — |
| 12 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 35% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 35% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 35% | 0.09% | — |
| 15 | CVT S&P 500 Index Portfolio cheaper diff. adviser | 34% | 0.28% | Calvert Research and Management |
| 16 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 34% | 0.09% | SSGA Funds Management, Inc. |
| 17 | U.S. Large Cap Equity Portfolio cheaper diff. adviser | 34% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 18 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 34% | 0.53% | AllianceBernstein L.P. |
| 19 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 34% | 0.16% | SSGA Funds Management, Inc. |
| 20 | Stock Index Fund · VSTIX cheaper diff. adviser | 34% | 0.23% | The Variable Annuity Life Insurance Company |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.