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 | EQ/AB Sustainable U.S. Thematic Portfolio diff. adviser | 66% | 0.75% | Equitable Investment Management Group, LLC |
| 2 | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. · ALTFX, ATECX, ATEYX, AGTIX, ATEZX | 60% | 0.72% | AllianceBernstein L.P. |
| 3 | AB Sustainable Thematic Balanced Portfolio · ABPAX, ABPCX, ABPYX, APWIX, ABPZX | 50% | 0.76% | AllianceBernstein L.P. |
| 4 | AB Sustainable Global Thematic Portfolio | 45% | 0.91% | AllianceBernstein L.P. |
| 5 | JNL/AB Sustainable Global Thematic Fund diff. adviser | 44% | 0.91% | Jackson National Asset Management, LLC |
| 6 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 33% | 0.49% | Pacer Advisors, Inc. |
| 7 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 32% | 0.68% | Nationwide Fund Advisors |
| 8 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 32% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 9 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 31% | 0.55% | Transamerica Asset Management, Inc. |
| 10 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX cheaper diff. adviser | 31% | 0.60% | Brown Advisory LLC |
| 11 | AB US Low Volatility Equity ETF · LOWV cheaper | 31% | 0.39% | AllianceBernstein L.P. |
| 12 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 31% | 0.17% | SSGA Funds Management, Inc. |
| 13 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX diff. adviser | 31% | 1.16% | Virtus Investment Advisers, LLC |
| 14 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 31% | 0.35% | Allspring Funds Management, LLC |
| 15 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 31% | 0.44% | PGIM INVESTMENTS LLC |
| 16 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 30% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 30% | 0.65% | — |
| 18 | Harbor Transformative Technologies ETF · TEC diff. adviser | 30% | 0.69% | Harbor Capital Advisors, Inc. |
| 19 | NYLI VP Wellington Growth Portfolio diff. adviser | 30% | 0.72% | New York Life Investment Management LLC |
| 20 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX diff. adviser | 30% | 0.70% | Lazard Asset Management LLC |
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