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 Women's Leadership ETF · FDWM | 83% | 0.59% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX | 63% | 0.75% | Fidelity Management & Research Company LLC |
| 3 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper | 63% | 0.56% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Sustainable U.S. Equity ETF · FSST | 57% | 0.59% | Fidelity Management & Research Company LLC |
| 5 | Optimized Equity Income ETF · OEI | 50% | 0.75% | — |
| 6 | Fidelity SAI Sustainable Sector Fund · FIDJX cheaper | 49% | 0.44% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX | 49% | 0.59% | Fidelity Management & Research Company LLC |
| 8 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 48% | 0.48% | DWS Investment Management Americas, Inc. |
| 9 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 48% | 0.15% | BlackRock Fund Advisors |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 47% | 0.05% | The Vanguard Group, Inc. |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 47% | 0.36% | Voya Investments, LLC |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 47% | 0.20% | BlackRock Fund Advisors |
| 13 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 47% | 0.62% | Equitable Investment Management Group, LLC |
| 14 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 47% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 15 | Fidelity Fund · FFIDX, FFDKX cheaper | 47% | 0.34% | Fidelity Management & Research Company LLC |
| 16 | Large Capital Growth Fund · VLCGX diff. adviser | 47% | 0.66% | The Variable Annuity Life Insurance Company |
| 17 | VistaShares Target 15 S&P 100 Distribution ETF | 47% | — | — |
| 18 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO cheaper diff. adviser | 46% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 19 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 46% | 0.61% | — |
| 20 | Fidelity New Millennium Fund · FMILX | 46% | 0.76% | Fidelity Management & Research Company LLC |
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