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 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper | 63% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | iShares MSCI World ETF · URTH cheaper diff. adviser | 51% | 0.24% | BlackRock Fund Advisors |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 51% | 0.09% | DBX Advisors LLC |
| 4 | JNL/Mellon World Index Fund cheaper diff. adviser | 50% | 0.30% | Jackson National Asset Management, LLC |
| 5 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 50% | 0.25% | BlackRock Fund Advisors |
| 6 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 50% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 50% | 0.39% | Allianz Investment Management LLC |
| 8 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 49% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 9 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 46% | 0.32% | BlackRock Fund Advisors |
| 10 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 45% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 11 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 44% | 0.98% | HORIZON INVESTMENTS LLC. |
| 12 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 44% | 0.79% | Swan Capital Management, LLC |
| 13 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 44% | 0.36% | Voya Investments, LLC |
| 15 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 44% | 0.05% | WisdomTree Digital Management, Inc. |
| 16 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 43% | 0.32% | — |
| 17 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 43% | 0.48% | DWS Investment Management Americas, Inc. |
| 18 | AB Global Risk Allocation-Moderate Portfolio diff. adviser | 43% | 0.53% | AllianceBernstein L.P. |
| 19 | Penn Series Index 500 Fund cheaper diff. adviser | 43% | 0.34% | Penn Mutual Asset Management, LLC |
| 20 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 43% | 0.03% | Franklin Advisory Services, LLC |
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