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 | Global X S&P 500 ESG Covered Call ETF diff. adviser | 46% | 0.60% | Global X Management Company LLC |
| 2 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX | 44% | 0.67% | — |
| 3 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 44% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 4 | Victory 500 Index VIP Series cheaper diff. adviser | 44% | 0.28% | Victory Capital Management Inc. |
| 5 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 44% | 1.10% | Calamos Advisors LLC |
| 6 | Azoria 500 Meritocracy ETF · SPXM | 43% | 0.47% | — |
| 7 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX diff. adviser | 43% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 8 | MM Equity Asset Fund cheaper | 41% | 0.28% | — |
| 9 | Calvert US Select Equity ETF · CVSE cheaper | 41% | 0.29% | — |
| 10 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX diff. adviser | 41% | 0.55% | Transamerica Asset Management, Inc. |
| 11 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 40% | 0.00% | — |
| 12 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX diff. adviser | 40% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 13 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX | 39% | 0.59% | — |
| 14 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 38% | 0.71% | Voya Investments, LLC |
| 15 | Pioneer Fund VCT Portfolio diff. adviser | 38% | 0.80% | Amundi Asset Management US, Inc. |
| 16 | Pioneer Fund diff. adviser | 38% | 0.65% | Amundi Asset Management US, Inc. |
| 17 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 38% | 0.87% | SunAmerica Asset Management, LLC |
| 18 | Global X Nasdaq 100 ESG Covered Call ETF diff. adviser | 38% | 0.61% | Global X Management Company LLC |
| 19 | Invesco QQQ Trust, Series 1 | 38% | — | — |
| 20 | Large Cap Equity Fund · TLGUX | 38% | 0.47% | — |
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