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 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX cheaper | 67% | 0.78% | Victory Capital Management Inc. |
| 2 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 52% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 49% | 0.42% | Allspring Funds Management, LLC |
| 4 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 48% | 0.35% | Harbor Capital Advisors, Inc. |
| 5 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 48% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Allspring Disciplined Large Cap Portfolio diff. adviser | 48% | — | Allspring Funds Management, LLC |
| 7 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 47% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | SFT Wellington Core Equity Fund cheaper diff. adviser | 46% | 0.78% | Securian Asset Management, Inc. |
| 9 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX cheaper diff. adviser | 46% | 0.59% | Hartford Funds Management Company, LLC |
| 10 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT cheaper diff. adviser | 46% | 0.75% | Exchange Traded Concepts, LLC |
| 11 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 46% | 0.36% | Lincoln Financial Investments Corporation |
| 12 | Clearwater Core Equity Fund · QWVPX cheaper diff. adviser | 45% | 0.90% | Clearwater Management Co Inc. |
| 13 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 45% | 0.15% | Franklin Advisory Services, LLC |
| 14 | RACWI US ETF · RAUS cheaper | 45% | 0.00% | — |
| 15 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 45% | 0.18% | Fidelity Management & Research Company LLC |
| 16 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 45% | 0.36% | Hartford Funds Management Company, LLC |
| 17 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 45% | 0.45% | Principal Global Investors, LLC |
| 18 | SGI U.S. Large Cap Core ETF · SGLC cheaper diff. adviser | 45% | 0.85% | Summit Global Investment, LLC |
| 19 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 45% | 0.32% | — |
| 20 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 45% | 0.05% | WisdomTree Digital Management, Inc. |
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