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 | Systematic Core Fund · VCGAX diff. adviser | 83% | 0.64% | The Variable Annuity Life Insurance Company |
| 2 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 56% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 55% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper diff. adviser | 55% | 0.44% | Russell Investment Management, LLC |
| 5 | ActivePassive U.S. Equity ETF · APUE cheaper | 54% | 0.31% | — |
| 6 | Allspring Disciplined Large Cap Portfolio diff. adviser | 53% | — | Allspring Funds Management, LLC |
| 7 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 53% | 0.15% | — |
| 8 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 53% | 0.39% | Lincoln Financial Investments Corporation |
| 9 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 53% | 0.45% | Jackson National Asset Management, LLC |
| 10 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 52% | 0.42% | Equitable Investment Management Group, LLC |
| 11 | Wilmington Large-Cap Strategy Fund · WMLIX cheaper diff. adviser | 52% | 0.25% | Wilmington Funds Management Corporation |
| 12 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 52% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 13 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper diff. adviser | 52% | 0.03% | The Vanguard Group, Inc. |
| 14 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 52% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Clearwater Core Equity Fund · QWVPX diff. adviser | 52% | 0.90% | Clearwater Management Co Inc. |
| 16 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 52% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 17 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 52% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 52% | 0.31% | Jackson National Asset Management, LLC |
| 19 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 52% | 0.60% | Pacer Advisors, Inc. |
| 20 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 52% | 0.05% | Charles Schwab Investment Management, Inc. |
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