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 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 67% | 0.30% | — |
| 2 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX | 62% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 3 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 58% | 1.10% | Calamos Advisors LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 56% | 0.05% | The Vanguard Group, Inc. |
| 5 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 56% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 6 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 55% | 0.20% | Invesco Capital Management LLC |
| 7 | Fidelity Hedged Equity ETF · FHEQ cheaper diff. adviser | 55% | 0.48% | Fidelity Diversifying Solutions LLC |
| 8 | Fidelity Dynamic Buffered Equity ETF · FBUF cheaper diff. adviser | 55% | 0.48% | Fidelity Diversifying Solutions LLC |
| 9 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 55% | 0.00% | Fidelity Diversifying Solutions LLC |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 55% | — | — |
| 11 | Victory 500 Index VIP Series cheaper diff. adviser | 54% | 0.28% | Victory Capital Management Inc. |
| 12 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 54% | 0.00% | — |
| 13 | Nuveen S&P 500 Buy-Write Income Fund | 54% | — | — |
| 14 | SGI Enhanced Market Leaders ETF · LDRX | 54% | 0.59% | — |
| 15 | Goldman Sachs Growth Opportunities ETF · GSGO cheaper | 54% | 0.45% | — |
| 16 | iShares Enhanced Large Cap Core Active ETF cheaper | 54% | 0.22% | — |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 53% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 53% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 53% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 53% | 0.42% | Allspring Funds Management, LLC |
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