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 | 29% | 0.83% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | iShares S&P 500 ex S&P 100 ETF · XOEF cheaper | 25% | 0.20% | — |
| 3 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 25% | 0.04% | BlackRock Fund Advisors |
| 4 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 25% | 0.25% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 25% | 0.25% | Charles Schwab Investment Management, Inc. |
| 6 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 24% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 24% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 8 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 24% | 0.15% | SSGA Funds Management, Inc. |
| 9 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 24% | 0.18% | — |
| 10 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 24% | 0.29% | John Hancock Investment Management LLC |
| 11 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF · GSEW cheaper diff. adviser | 24% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 12 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 24% | 0.45% | Exchange Traded Concepts, LLC |
| 13 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 24% | 0.09% | BlackRock Fund Advisors |
| 14 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 24% | 0.35% | — |
| 15 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 24% | 0.36% | Lincoln Financial Investments Corporation |
| 16 | Invesco Global Equity Net Zero ETF cheaper diff. adviser | 24% | 0.19% | Invesco Capital Management LLC |
| 17 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 24% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 23% | 0.15% | BlackRock Fund Advisors |
| 19 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 23% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Columbia Research Enhanced Core ETF · RECS cheaper diff. adviser | 23% | 0.15% | Columbia Management Investment Advisers, LLC |
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