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 Low Carbon Optimized MSCI ACWI ETF · CRBN diff. adviser | 64% | 0.20% | BlackRock Fund Advisors |
| 2 | iShares MSCI Kokusai ETF · TOK diff. adviser | 57% | 0.25% | BlackRock Fund Advisors |
| 3 | JNL/Mellon World Index Fund diff. adviser | 57% | 0.30% | Jackson National Asset Management, LLC |
| 4 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 57% | 0.09% | DBX Advisors LLC |
| 5 | iShares MSCI World ETF · URTH diff. adviser | 57% | 0.24% | BlackRock Fund Advisors |
| 6 | iShares MSCI ACWI ETF · ACWI diff. adviser | 57% | 0.32% | BlackRock Fund Advisors |
| 7 | AZL MSCI Global Equity Index Fund diff. adviser | 56% | 0.39% | Allianz Investment Management LLC |
| 8 | The ESG Growth Portfolio · HCESX diff. adviser | 55% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 9 | State Street Equity 500 Index II Portfolio · SSEYX cheaper | 53% | 0.02% | SSGA Funds Management, Inc. |
| 10 | Venerable Large Cap Index Fund · VVLIX, VVLVX diff. adviser | 53% | 0.28% | Venerable Investment Advisers, LLC |
| 11 | The Catholic SRI Growth Portfolio · HCSRX diff. adviser | 53% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | SFT Index 500 Fund diff. adviser | 53% | 0.18% | Securian Asset Management, Inc. |
| 13 | State Street S&P 500 Index V.I.S. Fund · SSSPX | 52% | 0.30% | SSGA Funds Management, Inc. |
| 14 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 52% | 0.03% | Franklin Advisory Services, LLC |
| 15 | LVIP SSGA S&P 500 Index Fund diff. adviser | 52% | 0.23% | Lincoln Financial Investments Corporation |
| 16 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 52% | 0.00% | Morgan Stanley Investment Management Inc. |
| 17 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 52% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 18 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 52% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 52% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 20 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 52% | 0.09% | Invesco Capital Management LLC |
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