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 | Large Cap Core Fund · NOLCX cheaper | 62% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | U.S. Quality ESG Fund cheaper | 60% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | FlexShares Quality Dividend Index Fund · QDF cheaper | 59% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | FlexShares US Quality Large Cap Index Fund · QLC cheaper | 57% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | FlexShares Quality Dividend Defensive Index Fund · QDEF cheaper | 57% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 55% | 0.15% | Franklin Advisory Services, LLC |
| 7 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 54% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 8 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 53% | 0.06% | Franklin Advisory Services, LLC |
| 9 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 53% | 0.42% | Columbia Management Investment Advisers, LLC |
| 10 | AB US High Dividend ETF · HIDV cheaper diff. adviser | 53% | 0.35% | AllianceBernstein L.P. |
| 11 | SGI Enhanced Market Leaders ETF · LDRX | 52% | 0.59% | — |
| 12 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 52% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 13 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 52% | 0.36% | Lincoln Financial Investments Corporation |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 52% | 0.20% | BlackRock Fund Advisors |
| 15 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 51% | 0.98% | HORIZON INVESTMENTS LLC. |
| 16 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 51% | 0.55% | Transamerica Asset Management, Inc. |
| 17 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 51% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | Optimized Equity Income ETF · OEI | 51% | 0.75% | — |
| 19 | VistaShares Target 15 S&P 100 Distribution ETF | 51% | — | — |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 51% | 0.05% | The Vanguard Group, Inc. |
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