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 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 52% | 0.35% | LSV Asset Management |
| 2 | SIMT Large Cap Fund · SLGAX, SLYCX | 49% | 0.73% | — |
| 3 | Global X S&P 500 Tail Risk ETF · XTR cheaper diff. adviser | 45% | 0.25% | Global X Management Company LLC |
| 4 | Global X S&P 500 Risk Managed Income ETF · XRMI diff. adviser | 45% | 0.60% | Global X Management Company LLC |
| 5 | Global X S&P 500 Covered Call ETF · XYLD diff. adviser | 45% | 0.60% | Global X Management Company LLC |
| 6 | Global X S&P 500 Covered Call & Growth ETF · XYLG cheaper diff. adviser | 45% | 0.35% | Global X Management Company LLC |
| 7 | Global X S&P 500 Collar 95-110 ETF · XCLR cheaper diff. adviser | 45% | 0.25% | Global X Management Company LLC |
| 8 | Global X S&P 500 Catholic Values ETF · CATH cheaper diff. adviser | 45% | 0.29% | Global X Management Company LLC |
| 9 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 45% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX | 44% | 0.66% | — |
| 11 | LSV Value Equity Fund · LSVEX, LVAEX | 44% | 0.67% | LSV Asset Management |
| 12 | Global X Adaptive U.S. Risk Management ETF · ONOF cheaper diff. adviser | 44% | 0.39% | Global X Management Company LLC |
| 13 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 44% | 0.02% | Global X Management Company LLC |
| 14 | Global X Conscious Companies ETF · KRMA diff. adviser | 44% | 0.43% | Global X Management Company LLC |
| 15 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper diff. adviser | 43% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Global X S&P 500 Christian Values ETF · CHRI cheaper diff. adviser | 43% | 0.29% | Global X Management Company LLC |
| 17 | SIIT S&P 500 INDEX FUND · SPINX cheaper diff. adviser | 43% | 0.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | SIMT S&P 500 Index Fund · SSPIX, TRQIX, SPIIX, SETYX | 43% | 0.54% | — |
| 19 | Catholic Responsible Investments Equity Index Fund · CRQSX cheaper diff. adviser | 42% | 0.09% | Christian Brothers Investment Services, Inc. |
| 20 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 42% | 0.56% | SunAmerica Asset Management, LLC |
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