Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
|---|
| 1 |
Sphere 500 Climate Fund
cheaper
|
41%
|
0.07% |
— |
| 2 |
T. Rowe Price Equity Index 500 Portfolio
cheaper
|
41%
|
0.39% |
— |
| 3 |
Global X S&P 500 ESG Covered Call ETF
|
38%
|
0.60% |
Global X Management Company LLC |
| 4 |
Unusual Whales Subversive Democratic Trading ETF
|
38%
|
0.76% |
— |
| 5 |
The Value Equity Portfolio
cheaper
|
38%
|
0.17% |
— |
| 6 |
Fidelity Hedged Equity Central Fund
|
37%
|
— |
— |
| 7 |
Large Cap Equity Fund
· TLGUX
cheaper
|
37%
|
0.47% |
— |
| 8 |
Guggenheim Capital Stewardship Fund
· GFCIX
|
37%
|
1.01% |
— |
| 9 |
MM Equity Asset Fund
cheaper
|
36%
|
0.28% |
— |
| 10 |
Strategic Advisers Large Cap Fund
· FALCX
cheaper
|
36%
|
0.24% |
— |
| 11 |
Guggenheim RBP Large-Cap Defensive Fund
|
36%
|
0.92% |
— |
| 12 |
Guggenheim RBP Large-Cap Market Fund
|
36%
|
0.93% |
— |
| 13 |
LVIP Wellington Capital Growth Fund
|
36%
|
0.70% |
— |
| 14 |
Guggenheim Directional Allocation Fund
|
35%
|
1.08% |
— |
| 15 |
Fidelity Advisor Growth and Income Fund
· FGIRX, FGIUX, FGITX, FGIOX, FGIZX
cheaper
|
35%
|
0.49% |
Fidelity Management & Research Company LLC |
| 16 |
Nuveen Social Choice Low Carbon Equity Fund
· TPWCX, TLWCX, TEWCX, TNWCX, TCCHX
cheaper
|
33%
|
0.30% |
Teachers Advisors, LLC |
| 17 |
Guggenheim RBP Dividend Fund
|
33%
|
0.92% |
— |
| 18 |
Fidelity Advisor Balanced Fund
· FABLX, FABCX, FAIGX, FAIOX, FZAAX
cheaper
|
32%
|
0.41% |
— |
| 19 |
Nationwide Nasdaq-100 Risk-Managed Income ETF
|
32%
|
0.68% |
Nationwide Fund Advisors |
| 20 |
Goldman Sachs U.S. Equity ESG Fund
· GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX
|
31%
|
0.67% |
— |
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