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 | VanEck Morningstar ESG Moat ETF · MOTE | 43% | 0.50% | — |
| 2 | Gotham Enhanced 500 Plus Fund · GEFPX | 18% | 2.02% | Gotham Asset Management, LLC |
| 3 | Centre American Select Equity Fund | 18% | 1.05% | Centre Asset Management, LLC |
| 4 | Global X Nasdaq 100 ESG Covered Call ETF | 18% | 0.61% | Global X Management Company LLC |
| 5 | Sterling Capital Focus Equity ETF · LCG | 17% | 0.59% | Sterling Capital Management LLC |
| 6 | Fidelity Sustainable U.S. Equity ETF · FSST | 17% | 0.59% | Fidelity Management & Research Company LLC |
| 7 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX | 17% | 0.71% | Brown Brothers Harriman & Co. |
| 8 | Pioneer Fundamental Growth Fund | 17% | 0.66% | — |
| 9 | Mar Vista Strategic Growth Fund | 17% | 0.64% | Mar Vista Investment Partners |
| 10 | Nuveen S&P 500 Buy-Write Income Fund | 17% | — | — |
| 11 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 17% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 12 | Invesco QQQ Trust, Series 1 | 17% | — | — |
| 13 | Global Thematic Opportunities Fund | 17% | 0.85% | John Hancock Investment Management LLC |
| 14 | Amplify Thematic All-Stars ETF | 17% | 0.49% | — |
| 15 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX | 17% | 0.70% | Touchstone Advisors, Inc. |
| 16 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 17% | 0.47% | Fisher Asset Management LLC |
| 17 | Science & Technology Fund | 16% | 1.04% | — |
| 18 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX | 16% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 19 | Azoria 500 Meritocracy ETF · SPXM cheaper | 16% | 0.47% | — |
| 20 | Allspring Diversified Large Cap Growth Portfolio | 16% | — | — |
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