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 | Fidelity Stocks for Inflation ETF · FCPI cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | AAM Sawgrass U.S. Large Cap Quality Growth ETF · SAWG diff. adviser | 27% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 3 | Fidelity U.S. Multifactor ETF · FLRG cheaper diff. adviser | 26% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX diff. adviser | 25% | 0.63% | Columbia Management Investment Advisers, LLC |
| 5 | SGI U.S. Large Cap Core ETF · SGLC diff. adviser | 24% | 0.85% | Summit Global Investment, LLC |
| 6 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 24% | 0.56% | SunAmerica Asset Management, LLC |
| 7 | Columbia Variable Portfolio - Disciplined Core Fund diff. adviser | 24% | 0.67% | Columbia Management Investment Advisers, LLC |
| 8 | Columbia Variable Portfolio - Core Equity Fund cheaper diff. adviser | 24% | 0.40% | Columbia Management Investment Advisers, LLC |
| 9 | Fidelity Hedged Equity Fund · FEQHX, FEQJX, FEQZX, FEQDX, FEQNX, FEQAX diff. adviser | 23% | 0.50% | Fidelity Diversifying Solutions LLC |
| 10 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 23% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 23% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX cheaper diff. adviser | 23% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 13 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX diff. adviser | 23% | 0.78% | AQR Capital Management, LLc |
| 14 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 23% | 0.42% | Columbia Management Investment Advisers, LLC |
| 15 | Innovator Hedged Nasdaq-100 ETF diff. adviser | 23% | 0.79% | Innovator Capital Management, LLC |
| 16 | Longview Advantage ETF · EBI cheaper | 23% | 0.24% | — |
| 17 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 22% | 0.00% | Franklin Advisers, Inc. |
| 18 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 22% | 0.92% | HORIZON INVESTMENTS LLC. |
| 19 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper diff. adviser | 22% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 20 | Fidelity Value Factor ETF · FVAL cheaper diff. adviser | 22% | 0.15% | Fidelity Management & Research Company LLC |
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