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 Women's Leadership Fund · FWOZX, FWMNX, FWOMX, FWOEX, FWOAX, FWOCX cheaper | 83% | 0.57% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Sustainable U.S. Equity ETF · FSST | 57% | 0.59% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper | 52% | 0.56% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX | 52% | 0.75% | Fidelity Management & Research Company LLC |
| 5 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 47% | 0.62% | Equitable Investment Management Group, LLC |
| 6 | Optimized Equity Income ETF · OEI | 46% | 0.75% | — |
| 7 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 46% | 0.20% | BlackRock Fund Advisors |
| 8 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX | 46% | 0.59% | Fidelity Management & Research Company LLC |
| 9 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 46% | 0.55% | Columbia Management Investment Advisers, LLC |
| 10 | Fidelity Series All-Sector Equity Fund · FSAEX cheaper | 46% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 46% | 1.10% | Calamos Advisors LLC |
| 12 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 45% | 0.68% | Columbia Management Investment Advisers, LLC |
| 13 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX diff. adviser | 45% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 45% | — | — |
| 15 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
| 16 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 17 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 44% | 1.07% | Lincoln Financial Investments Corporation |
| 18 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 44% | 0.03% | The Vanguard Group, Inc. |
| 19 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 44% | 0.14% | — |
| 20 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 44% | 0.36% | Voya Investments, LLC |
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