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 Tax-Managed Global Diversified Equity Income Fund | 73% | — | — |
| 2 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 73% | — | — |
| 3 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 70% | — | — |
| 4 | Eaton Vance Global Income Builder Fund · EDIAX, EDICX, EDIRX, EDIIX diff. adviser | 64% | 0.92% | Boston Management and Research |
| 5 | Calvert Global Equity Fund cheaper diff. adviser | 38% | 0.90% | Calvert Research and Management |
| 6 | Old Westbury Large Cap Strategies Fund · OWLSX diff. adviser | 34% | 1.10% | Bessemer Investment Management LLC |
| 7 | Venerable World Equity Fund cheaper diff. adviser | 32% | 0.85% | Venerable Investment Advisers, LLC |
| 8 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 32% | 0.49% | Russell Investment Management, LLC |
| 9 | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 32% | — | — |
| 10 | SA Fidelity Institutional AM Global Equities Portfolio cheaper diff. adviser | 32% | 0.80% | SunAmerica Asset Management, LLC |
| 11 | iShares Dynamic Equity Active ETF cheaper | 32% | 0.40% | — |
| 12 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 31% | 0.62% | Empower Capital Management, LLC |
| 13 | Global Equity Fund · RGEAX, RGECX, RGESX, RLGYX, RGLRX, RGDTX cheaper diff. adviser | 31% | 0.78% | Russell Investment Management, LLC |
| 14 | Old Westbury Total Equity Fund · OWTEX diff. adviser | 31% | 0.99% | Bessemer Investment Management LLC |
| 15 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 31% | 0.79% | Aptus Capital Advisors, LLC |
| 16 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 31% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | 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 | 31% | 0.45% | Capital Research and Management Company |
| 18 | Sustainable Aware Equity Fund · REUYX, REQAX, REQCX, REQTX, RUDRX, RDFUX cheaper diff. adviser | 31% | 0.85% | Russell Investment Management, LLC |
| 19 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 30% | 0.25% | BlackRock Fund Advisors |
| 20 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 30% | 0.09% | DBX Advisors LLC |
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