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 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 28% | 0.14% | — |
| 2 | NYLI Candriam U.S. Large Cap Equity ETF · IQSU cheaper diff. adviser | 26% | 0.09% | New York Life Investment Management LLC |
| 3 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 25% | 0.00% | American Century Investment Management, Inc. |
| 4 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 25% | 0.74% | Domini Impact Investments LLC |
| 5 | MML Sustainable Equity Fund cheaper diff. adviser | 25% | 0.57% | MML Investment Advisers, LLC |
| 6 | Victory Pioneer Global Equity Fund · PGSYX, GLOSX, GCSLX, PGEKX | 25% | 0.73% | Victory Capital Management Inc. |
| 7 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX diff. adviser | 25% | 0.90% | JAG Capital Management, LLC |
| 8 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 25% | 0.66% | New York Life Investment Management LLC |
| 9 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 25% | 0.49% | Tidal Investments LLC |
| 10 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 25% | 0.10% | WisdomTree Digital Management, Inc. |
| 11 | American Century Large Cap Equity ETF · ACLC cheaper | 25% | 0.39% | — |
| 12 | NYLI U.S. Large Cap R&D Leaders ETF · LRND cheaper diff. adviser | 24% | 0.14% | New York Life Investment Management LLC |
| 13 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 24% | 0.55% | Zacks Investment Management, Inc. |
| 14 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX | 24% | 0.71% | Victory Capital Management Inc. |
| 15 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 24% | 0.90% | Calamos Advisors LLC |
| 16 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 24% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 24% | 0.60% | First Trust Advisors L.P. |
| 18 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX diff. adviser | 24% | 0.68% | Invesco Advisers, Inc. |
| 19 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 24% | 0.59% | — |
| 20 | Zacks All-Cap Core Fund diff. adviser | 23% | 1.01% | Zacks Investment Management, Inc. |
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