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 | Fidelity U.S. Multifactor ETF · FLRG | 56% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 41% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 40% | 0.56% | SunAmerica Asset Management, LLC |
| 4 | Allspring Disciplined Large Cap Portfolio diff. adviser | 40% | — | Allspring Funds Management, LLC |
| 5 | Hartford Disciplined US Equity ETF · HDUS diff. adviser | 39% | 0.19% | Lattice Strategies LLC |
| 6 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 39% | 0.42% | Allspring Funds Management, LLC |
| 7 | FlexShares US Quality Large Cap Index Fund · QLC diff. adviser | 39% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 39% | 0.35% | BlackRock Fund Advisors |
| 9 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 39% | 0.36% | Lincoln Financial Investments Corporation |
| 10 | Columbia Variable Portfolio - Disciplined Core Fund diff. adviser | 38% | 0.67% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX diff. adviser | 38% | 0.63% | Columbia Management Investment Advisers, LLC |
| 12 | Columbia Variable Portfolio - Core Equity Fund diff. adviser | 38% | 0.40% | Columbia Management Investment Advisers, LLC |
| 13 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 38% | 0.00% | Franklin Advisers, Inc. |
| 14 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX diff. adviser | 37% | 0.78% | AQR Capital Management, LLc |
| 15 | Large Cap Core Fund · NOLCX diff. adviser | 37% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Fidelity Quality Factor ETF · FQAL | 37% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | iShares U.S. Equity Factor ETF · LRGF cheaper diff. adviser | 37% | 0.08% | BlackRock Fund Advisors |
| 18 | Fidelity Enhanced Large Cap Core ETF · FELC | 37% | 0.18% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 37% | 0.00% | Fidelity Diversifying Solutions LLC |
| 20 | Clearwater Core Equity Fund · QWVPX diff. adviser | 37% | 0.90% | Clearwater Management Co Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.