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 Stocks for Inflation ETF · FCPI | 56% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Quality Factor ETF · FQAL | 52% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 48% | 0.49% | Applied Finance Advisors, LLC |
| 4 | Income Equity Fund · NOIEX diff. adviser | 46% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 46% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | Large Cap Core Fund · NOLCX diff. adviser | 46% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Fidelity Value Factor ETF · FVAL | 45% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | SGI Enhanced Market Leaders ETF · LDRX | 45% | 0.59% | — |
| 9 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX diff. adviser | 45% | 0.42% | Columbia Management Investment Advisers, LLC |
| 10 | Optimized Equity Income ETF · OEI | 45% | 0.75% | — |
| 11 | Allspring Disciplined Large Cap Portfolio diff. adviser | 45% | — | Allspring Funds Management, LLC |
| 12 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper | 44% | 0.10% | Fidelity Management & Research Company LLC |
| 13 | FlexShares US Quality Large Cap Index Fund · QLC diff. adviser | 44% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Fidelity Hedged Equity Fund · FEQHX, FEQJX, FEQZX, FEQDX, FEQNX, FEQAX diff. adviser | 44% | 0.50% | Fidelity Diversifying Solutions LLC |
| 15 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 44% | 0.42% | Allspring Funds Management, LLC |
| 16 | Fidelity Dynamic Buffered Equity ETF · FBUF diff. adviser | 44% | 0.48% | Fidelity Diversifying Solutions LLC |
| 17 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 44% | 0.74% | Domini Impact Investments LLC |
| 18 | Hartford Disciplined US Equity ETF · HDUS diff. adviser | 44% | 0.19% | Lattice Strategies LLC |
| 19 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 44% | 0.56% | SunAmerica Asset Management, LLC |
| 20 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 44% | 0.00% | Fidelity Diversifying Solutions LLC |
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