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 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 48% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 47% | 0.15% | Franklin Advisory Services, LLC |
| 3 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 44% | 0.55% | Transamerica Asset Management, Inc. |
| 4 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 44% | 0.06% | Franklin Advisory Services, LLC |
| 5 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 44% | 0.01% | American Century Investment Management, Inc. |
| 6 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 44% | 0.36% | Lincoln Financial Investments Corporation |
| 7 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 44% | 0.35% | PGIM INVESTMENTS LLC |
| 8 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 44% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 9 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper | 44% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 10 | iShares U.S. Equity Factor ETF · LRGF cheaper diff. adviser | 44% | 0.08% | BlackRock Fund Advisors |
| 11 | Gotham Enhanced S&P 500 Index Fund · GSPFX diff. adviser | 44% | 0.50% | Gotham Asset Management, LLC |
| 12 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 44% | 0.26% | BlackRock Fund Advisors |
| 13 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 44% | 0.42% | Allspring Funds Management, LLC |
| 14 | GMO U.S. Value ETF · GMOV | 43% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 15 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 43% | 0.48% | DWS Investment Management Americas, Inc. |
| 16 | Large Cap Core Fund · NOLCX diff. adviser | 43% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 43% | 0.08% | WisdomTree Asset Management, Inc. |
| 18 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 19 | Allspring Disciplined Large Cap Portfolio diff. adviser | 43% | — | Allspring Funds Management, LLC |
| 20 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 43% | 0.86% | Victory Capital Management Inc. |
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