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 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX diff. adviser | 67% | 0.22% | Teachers Advisors, LLC |
| 2 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper diff. adviser | 57% | 0.17% | Teachers Advisors, LLC |
| 3 | iShares ESG Optimized MSCI USA ETF · SUSA diff. adviser | 52% | 0.25% | BlackRock Fund Advisors |
| 4 | iShares ESG MSCI USA Leaders ETF · SUSL cheaper diff. adviser | 49% | 0.10% | BlackRock Fund Advisors |
| 5 | iShares ESG MSCI KLD 400 ETF · DSI diff. adviser | 48% | 0.25% | BlackRock Fund Advisors |
| 6 | THRIVENT ESG INDEX PORTFOLIO diff. adviser | 47% | 0.37% | Thrivent Financial for Lutherans |
| 7 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 47% | 0.09% | DBX Advisors LLC |
| 8 | 1290 VT Socially Responsible Portfolio diff. adviser | 47% | 0.65% | Equitable Investment Management Group, LLC |
| 9 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 47% | 0.55% | Transamerica Asset Management, Inc. |
| 10 | Fidelity U.S. Sustainability Index Fund · FITLX cheaper diff. adviser | 45% | 0.11% | Fidelity Management & Research Company LLC |
| 11 | Green Century Equity Fund · GCEQX, GCEUX diff. adviser | 45% | 0.90% | GREEN CENTURY CAPITAL MANAGEMENT, INC. |
| 12 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 13 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 44% | 0.00% | American Century Investment Management, Inc. |
| 14 | ONEASCENT LARGE CAP CORE ETF · OALC diff. adviser | 44% | 0.49% | OneAscent Investment Solutions, LLC |
| 15 | U.S. Socially Responsible Fund · VSRDX diff. adviser | 44% | 0.35% | The Variable Annuity Life Insurance Company |
| 16 | American Century Large Cap Equity ETF · ACLC | 43% | 0.39% | — |
| 17 | MML Sustainable Equity Fund diff. adviser | 43% | 0.57% | MML Investment Advisers, LLC |
| 18 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 43% | 0.66% | New York Life Investment Management LLC |
| 19 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 42% | 0.03% | The Vanguard Group, Inc. |
| 20 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 42% | 0.74% | Domini Impact Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.