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 Variable Insurance Trust Large Cap Value Fund | 89% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Value Opportunities ETF · GVLE cheaper | 65% | 0.45% | — |
| 3 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX cheaper | 49% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 43% | 0.30% | — |
| 5 | Goldman Sachs Focused Value Fund · GFVAX, GFVCX, GFVSX, GFVIX, GFVRX, GFVUX, GGYPX cheaper | 43% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 6 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX | 42% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 7 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 8 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 40% | 0.43% | Voya Investments, LLC |
| 9 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 39% | 0.99% | Advisors Preferred, LLC |
| 10 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 11 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 36% | 0.12% | Principal Global Investors, LLC |
| 12 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 36% | 1.22% | AllianceBernstein L.P. |
| 13 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 35% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 14 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 35% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Franklin Equity Income Fund · FISEX, FRETX, FREIX, FEIFX, FEIQX cheaper diff. adviser | 35% | 0.50% | Franklin Advisers, Inc. |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 34% | 1.09% | — |
| 17 | Transamerica Large Value Active ETF | 34% | — | — |
| 18 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 34% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Core Alternative ETF · CCOR diff. adviser | 34% | 1.29% | Core Alternative Capital LLC |
| 20 | BlackRock Advantage Large Cap Value V.I. Fund cheaper diff. adviser | 34% | 0.60% | BlackRock Advisors, LLC |
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