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 | FlexShares US Quality Large Cap Index Fund · QLC cheaper | 69% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Income Equity Fund · NOIEX | 62% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 61% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | U.S. Quality ESG Fund cheaper | 61% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 61% | 0.56% | SunAmerica Asset Management, LLC |
| 6 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 59% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 59% | 0.42% | Columbia Management Investment Advisers, LLC |
| 8 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 58% | 0.50% | Tidal Investments LLC |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 10 | Optimized Equity Income ETF · OEI | 57% | 0.75% | — |
| 11 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 57% | 0.42% | Allspring Funds Management, LLC |
| 12 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 57% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 13 | RACWI US ETF · RAUS cheaper | 57% | 0.00% | — |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 57% | 0.20% | BlackRock Fund Advisors |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 57% | 0.15% | BlackRock Fund Advisors |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 57% | 0.36% | Voya Investments, LLC |
| 17 | SGI Enhanced Market Leaders ETF · LDRX | 57% | 0.59% | — |
| 18 | iShares U.S. Equity Factor ETF · LRGF cheaper diff. adviser | 57% | 0.08% | BlackRock Fund Advisors |
| 19 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 56% | 0.75% | Exchange Traded Concepts, LLC |
| 20 | Allspring Disciplined Large Cap Portfolio diff. adviser | 56% | — | Allspring Funds Management, LLC |
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