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 | Neuberger Berman Option Strategy ETF · NBOS cheaper diff. adviser | 30% | 0.57% | Neuberger Berman Investment Advisers LLC |
| 2 | MRP SynthEquity ETF · SNTH diff. adviser | 30% | 0.95% | Tidal Investments LLC |
| 3 | Strategic Alternatives Fund · GFSYX, GFSZX | 20% | 1.43% | GuideStone Capital Management, LLC |
| 4 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 18% | 0.40% | — |
| 5 | Bridge Builder Large Cap Value Fund · BBVLX cheaper diff. adviser | 17% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 6 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 17% | 0.22% | Wellington Management Company LLP |
| 7 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 16% | 0.36% | Wellington Management Company LLP |
| 8 | MML Focused Equity Fund diff. adviser | 16% | 0.88% | MML Investment Advisers, LLC |
| 9 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 16% | 0.51% | Hartford Funds Management Company, LLC |
| 10 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 16% | 0.62% | Brighthouse Investment Advisers, LLC |
| 11 | HARTFORD CAPITAL APPRECIATION HLS FUND · HIACX, HIBCX, HCPCX diff. adviser | 16% | 0.67% | Hartford Funds Management Company, LLC |
| 12 | EQUITY INDEX FUND · GEQYX, GEQZX cheaper | 15% | 0.12% | GuideStone Capital Management, LLC |
| 13 | LifeX 2030 Income Bucket ETF cheaper diff. adviser | 15% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | Calamos Market Neutral Income Fund · CVSIX, CVSCX, CMNIX, CVSOX diff. adviser | 15% | 0.92% | Calamos Advisors LLC |
| 15 | Global Bond Fund · GGBFX, GGBEX cheaper | 15% | 0.57% | GuideStone Capital Management, LLC |
| 16 | THE HARTFORD CAPITAL APPRECIATION FUND · ITHAX, HCACX, HCAYX, ITHIX, ITHRX, ITHSX, ITHTX, ITHVX, HCAFX diff. adviser | 15% | 0.70% | Hartford Funds Management Company, LLC |
| 17 | FT Vest Laddered Autocallable Barrier & Income ETF · ACYN | 15% | 0.75% | — |
| 18 | Short-Term Treasury Portfolio · PRTBX diff. adviser | 15% | 0.65% | Pacific Heights Asset Management, LLC |
| 19 | GROWTH EQUITY FUND · GGEYX, GGEZX | 14% | 0.65% | GuideStone Capital Management, LLC |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 14% | 0.04% | The Vanguard Group, Inc. |
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