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 Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX | 30% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Income Fund · GSCUX, GSCRX, GSCHX, GSNCX, GSCJX, GSCMX | 29% | 0.54% | Goldman Sachs Asset Management, L.P. |
| 3 | SIMT Multi-Asset Income Fund · SIOAX, SLIYX | 25% | 0.96% | — |
| 4 | Goldman Sachs High Yield Fund · GSHIX, GSHSX, GSHAX, GSHCX, GSHRX, GSHTX, GSHUX, GGMPX | 23% | 0.67% | Goldman Sachs Asset Management, L.P. |
| 5 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX | 23% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 6 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 23% | 0.30% | — |
| 7 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 22% | 0.18% | — |
| 8 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 22% | 0.35% | — |
| 9 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 21% | 0.04% | BlackRock Fund Advisors |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 21% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 21% | 0.09% | — |
| 12 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 21% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | EQ/Large Cap Value Index Portfolio diff. adviser | 21% | 0.49% | Equitable Investment Management Group, LLC |
| 14 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 21% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper | 21% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 16 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 21% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | EQ/Large Cap Value Managed Volatility Portfolio diff. adviser | 21% | 0.62% | Equitable Investment Management Group, LLC |
| 18 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 21% | 0.17% | Pacific Life Fund Advisors LLC |
| 19 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 21% | 0.28% | WisdomTree Asset Management, Inc. |
| 20 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
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