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 ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 50% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 2 | iShares U.S. Equity Factor ETF · LRGF cheaper | 49% | 0.08% | BlackRock Fund Advisors |
| 3 | iShares MSCI ACWI ETF · ACWI | 49% | 0.32% | BlackRock Fund Advisors |
| 4 | AZL MSCI Global Equity Index Fund diff. adviser | 49% | 0.39% | Allianz Investment Management LLC |
| 5 | iShares MSCI World ETF · URTH | 48% | 0.24% | BlackRock Fund Advisors |
| 6 | JNL/Mellon World Index Fund diff. adviser | 48% | 0.30% | Jackson National Asset Management, LLC |
| 7 | iShares MSCI Kokusai ETF · TOK | 48% | 0.25% | BlackRock Fund Advisors |
| 8 | The ESG Growth Portfolio · HCESX diff. adviser | 47% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 9 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 47% | 0.09% | DBX Advisors LLC |
| 10 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN | 47% | 0.20% | BlackRock Fund Advisors |
| 11 | Clearwater Core Equity Fund · QWVPX diff. adviser | 45% | 0.90% | Clearwater Management Co Inc. |
| 12 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 45% | 0.05% | TCW Investment Management Company LLC |
| 13 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 45% | 0.04% | Invesco Capital Management LLC |
| 14 | Invesco S&P 500 BuyWrite ETF · PBP diff. adviser | 45% | 0.29% | Invesco Capital Management LLC |
| 15 | iShares ESG Aware MSCI USA ETF · ESGU cheaper | 45% | 0.15% | BlackRock Fund Advisors |
| 16 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 45% | 0.15% | Victory Capital Management Inc. |
| 17 | The Catholic SRI Growth Portfolio · HCSRX diff. adviser | 45% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 18 | CYBER HORNET S&P 500 · INDEX diff. adviser | 44% | 0.25% | CYBER HORNET ETFs, LLC |
| 19 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 44% | 0.02% | The Vanguard Group, Inc. |
| 20 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 44% | 0.23% | Thrivent Financial for Lutherans |
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