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 | GMO U.S. Quality ETF · QLTY | 75% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 2 | Pear tree quality fund · USBOX, QGIAX, QGIRX diff. adviser | 71% | 0.64% | Pear Tree Advisors Inc. |
| 3 | MML Global Fund diff. adviser | 40% | 0.81% | MML Investment Advisers, LLC |
| 4 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 40% | 0.93% | MML Investment Advisers, LLC |
| 5 | EQ/Invesco Global Portfolio diff. adviser | 40% | 0.85% | Equitable Investment Management Group, LLC |
| 6 | JNL/Invesco Global Growth Fund diff. adviser | 39% | 0.67% | Jackson National Asset Management, LLC |
| 7 | Invesco Global Equity Portfolio diff. adviser | 39% | 0.58% | Brighthouse Investment Advisers, LLC |
| 8 | Schwab Core Equity Fund · SWANX diff. adviser | 39% | 0.73% | Charles Schwab Investment Management, Inc. |
| 9 | iShares MSCI Global Quality Factor ETF · AQLT cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 10 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 11 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 37% | 0.81% | H.M. Payson & Co. |
| 12 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX diff. adviser | 37% | 0.87% | Columbia Management Investment Advisers, LLC |
| 13 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 36% | 0.79% | Boston Management and Research |
| 14 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX diff. adviser | 35% | 0.76% | Templeton Global Advisors Limited |
| 15 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 35% | 0.99% | Charles Schwab Investment Management, Inc. |
| 16 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 35% | 0.20% | Invesco Capital Management LLC |
| 17 | Zacks Focus Growth ETF · GROZ diff. adviser | 35% | 0.55% | Zacks Investment Management, Inc. |
| 18 | SGI Enhanced Market Leaders ETF · LDRX | 35% | 0.59% | — |
| 19 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 35% | 0.68% | SunAmerica Asset Management, LLC |
| 20 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 35% | 0.15% | Fidelity Management & Research Company LLC |
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