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 | The ESG Growth Portfolio · HCESX cheaper | 87% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 87% | 0.39% | Allianz Investment Management LLC |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 84% | 0.09% | DBX Advisors LLC |
| 4 | iShares MSCI World ETF · URTH cheaper diff. adviser | 84% | 0.24% | BlackRock Fund Advisors |
| 5 | JNL/Mellon World Index Fund cheaper diff. adviser | 83% | 0.30% | Jackson National Asset Management, LLC |
| 6 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 83% | 0.25% | BlackRock Fund Advisors |
| 7 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 75% | 0.32% | BlackRock Fund Advisors |
| 8 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 71% | 0.01% | The Vanguard Group, Inc. |
| 9 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 71% | 0.02% | The Vanguard Group, Inc. |
| 10 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 71% | 0.04% | Invesco Capital Management LLC |
| 11 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 71% | 0.09% | Teachers Advisors, LLC |
| 12 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 71% | — | Teachers Advisors, LLC |
| 13 | iShares Russell 1000 ETF · IWB cheaper diff. adviser | 71% | 0.15% | BlackRock Fund Advisors |
| 14 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 71% | 0.05% | The Vanguard Group, Inc. |
| 15 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 71% | 0.05% | The Vanguard Group, Inc. |
| 16 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX diff. adviser | 71% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 17 | iShares Dow Jones U.S. ETF · IYY cheaper diff. adviser | 71% | 0.20% | BlackRock Fund Advisors |
| 18 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 71% | 0.05% | TCW Investment Management Company LLC |
| 19 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 70% | 0.15% | Victory Capital Management Inc. |
| 20 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 70% | 0.00% | Teachers Advisors, LLC |
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