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 | Franklin Global Equity Fund · CFIPX, SILLX, SMYIX, LMPEX, SMYSX diff. adviser | 30% | 0.83% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper | 30% | 0.00% | Franklin Advisers, Inc. |
| 3 | Victory Global Managed Volatility Fund · UGOFX, UGMVX diff. adviser | 28% | 0.70% | Victory Capital Management Inc. |
| 4 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX diff. adviser | 27% | 0.75% | Venerable Investment Advisers, LLC |
| 5 | Putnam Dynamic Asset Allocation Equity Fund cheaper | 27% | 0.62% | Franklin Advisers, Inc. |
| 6 | Invesco Global Equity Net Zero ETF cheaper diff. adviser | 26% | 0.19% | Invesco Capital Management LLC |
| 7 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 26% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 8 | AQR Global Equity Fund · AQGNX, AQGIX, AQGRX diff. adviser | 26% | 0.75% | AQR Capital Management, LLc |
| 9 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 26% | 0.66% | Lincoln Financial Investments Corporation |
| 10 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 25% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Putnam Dynamic Asset Allocation Growth Fund · PAEAX, PAEBX, PAECX, PASRX, PAGYX cheaper | 25% | 0.63% | Franklin Advisers, Inc. |
| 12 | iShares Global Equity Factor ETF · GLOF cheaper diff. adviser | 25% | 0.20% | BlackRock Fund Advisors |
| 13 | Venerable World Equity Fund diff. adviser | 25% | 0.85% | Venerable Investment Advisers, LLC |
| 14 | Horizon Core Equity ETF · STOX diff. adviser | 25% | 0.70% | HORIZON INVESTMENTS LLC. |
| 15 | Clearwater Core Equity Fund · QWVPX diff. adviser | 25% | 0.90% | Clearwater Management Co Inc. |
| 16 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 25% | 0.36% | Lincoln Financial Investments Corporation |
| 17 | Horizon Managed Risk ETF · SFTY diff. adviser | 25% | 0.77% | HORIZON INVESTMENTS LLC. |
| 18 | Avantis Responsible U.S. Equity ETF · AVSU cheaper | 25% | 0.15% | — |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 25% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | T. Rowe Price Integrated Global Equity Fund · TQGEX, TQGIX cheaper diff. adviser | 25% | 0.58% | T. Rowe Price Associates, Inc. |
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