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 | BlackRock Managed Volatility V.I. Fund cheaper | 70% | 0.61% | BlackRock Advisors, LLC |
| 2 | iShares MSCI World ETF · URTH cheaper diff. adviser | 59% | 0.24% | BlackRock Fund Advisors |
| 3 | JNL/Mellon World Index Fund cheaper diff. adviser | 58% | 0.30% | Jackson National Asset Management, LLC |
| 4 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 57% | 0.39% | Allianz Investment Management LLC |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 57% | 0.09% | DBX Advisors LLC |
| 6 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 57% | 0.25% | BlackRock Fund Advisors |
| 7 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 57% | 0.32% | BlackRock Fund Advisors |
| 8 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 55% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 9 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 55% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 10 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 53% | 0.53% | AllianceBernstein L.P. |
| 11 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 52% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 52% | 0.20% | BlackRock Fund Advisors |
| 13 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 51% | 0.09% | SSGA Funds Management, Inc. |
| 14 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 50% | 0.42% | Equitable Investment Management Group, LLC |
| 15 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper diff. adviser | 50% | 0.06% | The Vanguard Group, Inc. |
| 16 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 50% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 17 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 50% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 50% | 0.92% | HORIZON INVESTMENTS LLC. |
| 19 | Wilmington Large-Cap Strategy Fund · WMLIX cheaper diff. adviser | 50% | 0.25% | Wilmington Funds Management Corporation |
| 20 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 50% | 0.33% | Wilshire Advisors LLC |
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