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 Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX | 65% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund | 63% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 3 | Goldman Sachs Focused Value Fund · GFVAX, GFVCX, GFVSX, GFVIX, GFVRX, GFVUX, GGYPX | 57% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX | 36% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 5 | Core Alternative ETF · CCOR | 32% | 1.29% | Core Alternative Capital LLC |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper | 31% | 0.20% | BlackRock Fund Advisors |
| 7 | Principal U.S. Mega-Cap ETF · USMC cheaper | 30% | 0.12% | Principal Global Investors, LLC |
| 8 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper | 30% | 0.43% | Voya Investments, LLC |
| 9 | North Country Large Cap Equity Fund · NCEGX | 30% | 0.99% | Advisors Preferred, LLC |
| 10 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX | 30% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Franklin Equity Income Fund · FISEX, FRETX, FREIX, FEIFX, FEIQX | 30% | 0.50% | Franklin Advisers, Inc. |
| 12 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX | 30% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 30% | 0.30% | — |
| 14 | Franklin Growth and Income VIP Fund | 29% | 0.59% | Franklin Advisers, Inc. |
| 15 | Schwab Dividend Equity Fund · SWDSX | 28% | 0.89% | Charles Schwab Investment Management, Inc. |
| 16 | First Trust Dow 30 Equal Weight ETF · EDOW | 28% | 0.50% | First Trust Advisors L.P. |
| 17 | Wedbush LAFFER|TENGLER New Era Value ETF | 28% | 0.85% | — |
| 18 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX | 27% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 19 | Tax-Managed Value Portfolio | 27% | — | Boston Management and Research |
| 20 | LAFFER TENGLER Equity Income ETF · TGLR | 27% | 0.95% | Tuttle Capital Management, LLC |
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