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 | Nelson Select ETF | 21% | — | — |
| 2 | GOVERNMENT STREET EQUITY FUND · GVEQX cheaper diff. adviser | 15% | 0.87% | Leavell Investment Management, Inc. |
| 3 | SMI 3Fourteen REAL Asset Allocation ETF · RAA cheaper diff. adviser | 14% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 4 | Fidelity Advisor Diversified Stock Fund · FDTOX, FDESX, FDTCX, FDTEX, FDTIX, FZACX cheaper | 14% | 0.41% | — |
| 5 | American Century Large Cap Equity ETF · ACLC cheaper | 13% | 0.39% | — |
| 6 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 13% | 0.45% | Principal Global Investors, LLC |
| 7 | Principal Capital Appreciation Account cheaper diff. adviser | 13% | 0.63% | Principal Global Investors, LLC |
| 8 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX cheaper diff. adviser | 13% | 0.75% | Fidelity Management & Research Company LLC |
| 9 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper diff. adviser | 13% | 0.56% | Fidelity Management & Research Company LLC |
| 10 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 13% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 11 | Allspring Disciplined Large Cap Portfolio diff. adviser | 13% | — | Allspring Funds Management, LLC |
| 12 | Cambria Trinity ETF · TRTY cheaper diff. adviser | 13% | 0.46% | Cambria Investment Management, L.P. |
| 13 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX cheaper diff. adviser | 13% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 14 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 13% | 0.15% | — |
| 15 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 13% | 0.00% | American Century Investment Management, Inc. |
| 16 | Fidelity New Millennium Fund · FMILX cheaper diff. adviser | 12% | 0.76% | Fidelity Management & Research Company LLC |
| 17 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 12% | 0.00% | — |
| 18 | T. Rowe Price Active Core U.S. Equity ETF · TACU cheaper diff. adviser | 12% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Bridge Builder Tax Managed Large Cap Fund · BBTLX cheaper diff. adviser | 12% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 20 | Avantis U.S. Equity ETF · AVUS cheaper | 12% | 0.15% | — |
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