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 | Gotham Hedged Core Fund · GCHDX diff. adviser | 6% | 1.70% | Gotham Asset Management, LLC |
| 2 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 6% | 0.32% | — |
| 3 | BlackRock Sustainable Advantage Global Equity Fund cheaper diff. adviser | 6% | 0.66% | BlackRock Advisors, LLC |
| 4 | Nationwide Nasdaq-100 Risk-Managed Income ETF diff. adviser | 6% | 0.68% | Nationwide Fund Advisors |
| 5 | MassMutual Select T. Rowe Price International Equity Fund · MMIUX cheaper | 5% | 0.00% | — |
| 6 | SA BlackRock VCP Global Multi Asset Portfolio diff. adviser | 5% | 0.92% | SunAmerica Asset Management, LLC |
| 7 | FS Chiron Capital Allocation Fund · CCAPX, CCPCX, CCPAX diff. adviser | 5% | 1.16% | Chiron Investment Management LLC |
| 8 | Global X Nasdaq 100 ESG Covered Call ETF cheaper diff. adviser | 5% | 0.61% | Global X Management Company LLC |
| 9 | Global Thematic Opportunities Fund diff. adviser | 5% | 0.85% | John Hancock Investment Management LLC |
| 10 | Hartford Longevity Economy ETF · HLGE cheaper | 5% | 0.44% | — |
| 11 | Gotham Defensive Long 500 Fund · GDLFX diff. adviser | 5% | 1.35% | Gotham Asset Management, LLC |
| 12 | SIIT WORLD SELECT EQUITY FUND · SWSAX cheaper | 5% | 0.64% | — |
| 13 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 5% | 2.02% | Gotham Asset Management, LLC |
| 14 | Federated Hermes Global Equity Fund | 5% | 0.69% | — |
| 15 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 5% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 16 | Unity Wealth Partners Dynamic Capital Appreciation & Options ETF | 5% | 0.96% | — |
| 17 | FIS Knights of Columbus Global Belief ETF diff. adviser | 5% | 0.76% | Faith Investor Services, LLC |
| 18 | Fidelity Enduring Opportunities Fund · FEOPX diff. adviser | 5% | 0.96% | Fidelity Management & Research Company LLC |
| 19 | Allspring Diversified Large Cap Growth Portfolio | 5% | — | — |
| 20 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 5% | 0.87% | SunAmerica Asset Management, LLC |
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