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 | iShares MSCI World ETF · URTH diff. adviser | 77% | 0.24% | BlackRock Fund Advisors |
| 2 | JNL/Mellon World Index Fund diff. adviser | 76% | 0.30% | Jackson National Asset Management, LLC |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 75% | 0.09% | DBX Advisors LLC |
| 4 | iShares MSCI Kokusai ETF · TOK diff. adviser | 74% | 0.25% | BlackRock Fund Advisors |
| 5 | AZL MSCI Global Equity Index Fund diff. adviser | 74% | 0.39% | Allianz Investment Management LLC |
| 6 | The ESG Growth Portfolio · HCESX diff. adviser | 73% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | iShares MSCI ACWI ETF · ACWI diff. adviser | 71% | 0.32% | BlackRock Fund Advisors |
| 8 | The Catholic SRI Growth Portfolio · HCSRX diff. adviser | 67% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 9 | AB Global Risk Allocation-Moderate Portfolio diff. adviser | 65% | 0.53% | AllianceBernstein L.P. |
| 10 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 63% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 11 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper | 63% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 12 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 63% | 0.00% | Morgan Stanley Investment Management Inc. |
| 13 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 63% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 63% | 0.03% | Franklin Advisory Services, LLC |
| 15 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 63% | 0.03% | BlackRock Fund Advisors |
| 16 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 62% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 62% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 18 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 62% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 62% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 62% | 0.05% | Charles Schwab Investment Management, Inc. |
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