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 Value Opportunities ETF · GVLE cheaper | 57% | 0.45% | — |
| 2 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX | 43% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 3 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 33% | 0.67% | — |
| 4 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX | 30% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 5 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 29% | 0.99% | Advisors Preferred, LLC |
| 6 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX diff. adviser | 29% | 0.68% | Victory Capital Management Inc. |
| 7 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 28% | 1.09% | — |
| 8 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 27% | 0.80% | AllianceBernstein L.P. |
| 9 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 27% | 0.55% | Westwood Management Corp. |
| 10 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 27% | 0.30% | — |
| 11 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 26% | 0.26% | BlackRock Fund Advisors |
| 12 | Chestnut Street Exchange Fund diff. adviser | 26% | — | Mitchell Sinkler & Starr Inc |
| 13 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 26% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Eaton Vance Focused Value Opportunities Fund · EAFVX, ECFVX, EIFVX diff. adviser | 26% | 0.74% | Eaton Vance Management |
| 15 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 25% | 0.45% | Victory Capital Management Inc. |
| 16 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 25% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 17 | Archer Stock Fund · ARSKX diff. adviser | 25% | 1.16% | Archer Investment Corp. |
| 18 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 24% | 0.59% | Lord, Abbett & Co. LLC |
| 19 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper diff. adviser | 24% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 20 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 24% | 0.89% | Charles Schwab Investment Management, Inc. |
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