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 | Old Westbury Total Equity Fund · OWTEX cheaper | 70% | 0.99% | Bessemer Investment Management LLC |
| 2 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 48% | 0.25% | BlackRock Fund Advisors |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 47% | 0.09% | DBX Advisors LLC |
| 4 | iShares MSCI World ETF · URTH cheaper diff. adviser | 47% | 0.24% | BlackRock Fund Advisors |
| 5 | JNL/Mellon World Index Fund cheaper diff. adviser | 47% | 0.30% | Jackson National Asset Management, LLC |
| 6 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 47% | 0.32% | BlackRock Fund Advisors |
| 7 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 46% | 0.39% | Allianz Investment Management LLC |
| 8 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 46% | 0.20% | BlackRock Fund Advisors |
| 9 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 45% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 10 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 45% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 11 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 45% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 45% | 0.00% | Morgan Stanley Investment Management Inc. |
| 13 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 45% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 15 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 44% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 16 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 44% | 0.03% | Franklin Advisory Services, LLC |
| 17 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 44% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 18 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 19 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 44% | 0.36% | Voya Investments, LLC |
| 20 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 44% | 0.03% | BlackRock Fund Advisors |
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