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 | GMO Implementation Fund · GIMFX cheaper | 44% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 2 | GMO Benchmark-Free Fund · GBFFX cheaper | 33% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 3 | SPDR MSCI World StrategicFactors ETF · QWLD cheaper diff. adviser | 22% | 0.30% | SSGA Funds Management, Inc. |
| 4 | iShares MSCI World ETF · URTH cheaper diff. adviser | 21% | 0.24% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 21% | 0.09% | DBX Advisors LLC |
| 6 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 21% | 0.32% | BlackRock Fund Advisors |
| 7 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 20% | 0.25% | BlackRock Fund Advisors |
| 8 | JNL/Mellon World Index Fund cheaper diff. adviser | 20% | 0.30% | Jackson National Asset Management, LLC |
| 9 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 20% | 0.39% | Allianz Investment Management LLC |
| 10 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 20% | 0.12% | SSGA Funds Management, Inc. |
| 13 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 14 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 20% | 0.45% | Exchange Traded Concepts, LLC |
| 15 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 20% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 16 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 20% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 17 | iShares MSCI USA Size Factor ETF · SIZE cheaper diff. adviser | 20% | 0.15% | BlackRock Fund Advisors |
| 18 | iShares MSCI USA Equal Weighted ETF · EUSA cheaper diff. adviser | 20% | 0.09% | BlackRock Fund Advisors |
| 19 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 20% | 0.29% | John Hancock Investment Management LLC |
| 20 | Invesco RAFI US 1000 ETF · PRF cheaper diff. adviser | 20% | 0.34% | Invesco Capital Management LLC |
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