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 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 19% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 2 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
| 3 | U.S. Socially Responsible Fund · VSRDX cheaper diff. adviser | 17% | 0.35% | The Variable Annuity Life Insurance Company |
| 4 | Invesco MSCI World SRI Index Fund cheaper diff. adviser | 17% | 0.20% | Invesco Advisers, Inc. |
| 5 | Pacer US Large Cap Cash Cows Growth Leaders ETF · COWG cheaper diff. adviser | 17% | 0.49% | Pacer Advisors, Inc. |
| 6 | iShares MSCI Global Quality Factor ETF · AQLT cheaper diff. adviser | 17% | 0.20% | BlackRock Fund Advisors |
| 7 | Victory Global Managed Volatility Fund · UGOFX, UGMVX cheaper diff. adviser | 17% | 0.70% | Victory Capital Management Inc. |
| 8 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper diff. adviser | 17% | 0.65% | Glenmede Investment Management LP |
| 9 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper diff. adviser | 17% | 0.17% | Teachers Advisors, LLC |
| 10 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper diff. adviser | 17% | 0.25% | BlackRock Fund Advisors |
| 11 | Calvert US Select Equity ETF · CVSE cheaper | 17% | 0.29% | — |
| 12 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 16% | 0.15% | BlackRock Fund Advisors |
| 13 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 16% | 0.34% | Lattice Strategies LLC |
| 14 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 16% | 0.49% | Pacer Advisors, Inc. |
| 15 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX cheaper diff. adviser | 16% | 0.22% | Teachers Advisors, LLC |
| 16 | Impax US Sustainable Economy Fund · PXWGX, PWGIX, PXGAX cheaper diff. adviser | 16% | 0.45% | Impax Asset Management LLC |
| 17 | Innovator Nasdaq-100 Managed Floor ETF · QFLR diff. adviser | 16% | 0.89% | Innovator Capital Management, LLC |
| 18 | Nuveen ESG Large-Cap ETF · NULC cheaper diff. adviser | 16% | 0.21% | Nuveen Fund Advisors, LLC |
| 19 | JNL/Morningstar U.S. Sustainability Index Fund cheaper diff. adviser | 16% | 0.36% | Jackson National Asset Management, LLC |
| 20 | Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF · QQQG cheaper diff. adviser | 16% | 0.49% | Pacer Advisors, Inc. |
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