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 | iShares ESG MSCI USA Leaders ETF · SUSL cheaper diff. adviser | 69% | 0.10% | BlackRock Fund Advisors |
| 2 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 66% | 0.09% | DBX Advisors LLC |
| 3 | Fidelity U.S. Sustainability Index Fund · FITLX cheaper diff. adviser | 66% | 0.11% | Fidelity Management & Research Company LLC |
| 4 | THRIVENT ESG INDEX PORTFOLIO diff. adviser | 61% | 0.37% | Thrivent Financial for Lutherans |
| 5 | iShares ESG MSCI KLD 400 ETF · DSI diff. adviser | 61% | 0.25% | BlackRock Fund Advisors |
| 6 | 1290 VT Socially Responsible Portfolio diff. adviser | 58% | 0.65% | Equitable Investment Management Group, LLC |
| 7 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 56% | 0.03% | The Vanguard Group, Inc. |
| 8 | Green Century Equity Fund · GCEQX, GCEUX diff. adviser | 56% | 0.90% | GREEN CENTURY CAPITAL MANAGEMENT, INC. |
| 9 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 53% | 0.07% | Reflection Asset Management, LLC |
| 10 | Stock Index Fund · NOSIX cheaper | 53% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV cheaper diff. adviser | 53% | 0.10% | SSGA Funds Management, Inc. |
| 12 | Xtrackers S&P 500 Scored & Screened ETF · SNPE cheaper diff. adviser | 53% | 0.10% | DBX Advisors LLC |
| 13 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 52% | 0.08% | BlackRock Fund Advisors |
| 14 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 52% | 0.10% | DBX Advisors LLC |
| 15 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 16 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 52% | 0.09% | Invesco Capital Management LLC |
| 17 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 52% | 0.15% | Victory Capital Management Inc. |
| 18 | VANGUARD ESG U.S. STOCK ETF · ESGV cheaper diff. adviser | 52% | 0.09% | The Vanguard Group, Inc. |
| 19 | EQUITY INDEX FUND · GEQYX, GEQZX cheaper diff. adviser | 52% | 0.12% | GuideStone Capital Management, LLC |
| 20 | Invesco S&P 500 BuyWrite ETF · PBP diff. adviser | 51% | 0.29% | Invesco Capital Management LLC |
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