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 | Total Market Plus Equity Portfolio · GTTMX, GTTLX cheaper | 50% | 1.49% | Glenmede Investment Management LP |
| 2 | Disciplined U.S. Equity Portfolio · GTLOX, GTLIX cheaper | 30% | 0.66% | Glenmede Investment Management LP |
| 3 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper | 18% | 0.65% | Glenmede Investment Management LP |
| 4 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 18% | 0.47% | — |
| 5 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI cheaper diff. adviser | 18% | 0.75% | First Trust Advisors L.P. |
| 6 | JNL/Goldman Sachs 4 Fund cheaper diff. adviser | 17% | 0.40% | Jackson National Asset Management, LLC |
| 7 | FT Vest Rising Dividend Achievers Total Return Fund | 17% | — | — |
| 8 | Gotham Large Value Fund · GVALX cheaper diff. adviser | 17% | 0.75% | Gotham Asset Management, LLC |
| 9 | U.S. Socially Responsible Fund · VSRDX cheaper diff. adviser | 15% | 0.35% | The Variable Annuity Life Insurance Company |
| 10 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 15% | 0.55% | First Trust Advisors L.P. |
| 11 | American Century U.S. Quality Growth ETF · QGRO cheaper | 15% | 0.29% | — |
| 12 | Steward Equity Market Neutral Fund · SMNCX, SMNRX, SMNIX, SMNAX cheaper diff. adviser | 15% | 2.13% | Crossmark Global Investments, Inc. |
| 13 | Disciplined U.S. Value Equity Portfolio · GQLVX cheaper | 15% | 0.85% | Glenmede Investment Management LP |
| 14 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 14% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 15 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 14% | 0.00% | Franklin Advisers, Inc. |
| 16 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 14% | 0.29% | Virtus Investment Advisers, LLC |
| 17 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC cheaper diff. adviser | 14% | 0.60% | Pacer Advisors, Inc. |
| 18 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 13% | 0.12% | SSGA Funds Management, Inc. |
| 19 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 13% | 0.73% | PGIM INVESTMENTS LLC |
| 20 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 13% | 0.19% | Lattice Strategies LLC |
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