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 | NYLI Global Equity R&D Leaders ETF · WRND cheaper diff. adviser | 43% | 0.18% | New York Life Investment Management LLC |
| 2 | Reverb ETF · VOXP cheaper diff. adviser | 42% | 0.30% | Distribution Cognizant LLC |
| 3 | Horizon Managed Risk ETF · SFTY diff. adviser | 42% | 0.77% | HORIZON INVESTMENTS LLC. |
| 4 | Nationwide Fundamental All Cap Equity Portfolio | 42% | — | Nationwide Fund Advisors |
| 5 | iShares Global 100 ETF · IOO cheaper diff. adviser | 42% | 0.40% | BlackRock Fund Advisors |
| 6 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 42% | 0.70% | HORIZON INVESTMENTS LLC. |
| 7 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 42% | 0.99% | Charles Schwab Investment Management, Inc. |
| 8 | MML Sustainable Equity Fund cheaper diff. adviser | 42% | 0.57% | MML Investment Advisers, LLC |
| 9 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 42% | 0.66% | New York Life Investment Management LLC |
| 10 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 42% | 0.59% | — |
| 11 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 42% | 0.05% | WisdomTree Digital Management, Inc. |
| 12 | Horizon Expedition Plus ETF · HBTA diff. adviser | 42% | 0.86% | HORIZON INVESTMENTS LLC. |
| 13 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 42% | 0.32% | — |
| 14 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 42% | 0.18% | — |
| 15 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 42% | 0.00% | American Century Investment Management, Inc. |
| 16 | Neuberger Berman Core Equity ETF · NBCR cheaper diff. adviser | 41% | 0.29% | Neuberger Berman Investment Advisers LLC |
| 17 | Adams Diversified Equity Fund, Inc. | 41% | — | — |
| 18 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 41% | 1.70% | ProFund Advisors LLC |
| 19 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 41% | 0.35% | SunAmerica Asset Management, LLC |
| 20 | American Century Large Cap Equity ETF · ACLC cheaper | 41% | 0.39% | — |
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