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 | Parnassus Value Select ETF · PRVS cheaper | 66% | 0.59% | Parnassus Investments, LLC |
| 2 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper | 35% | 0.61% | Parnassus Investments, LLC |
| 3 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 30% | 0.49% | Tidal Investments LLC |
| 4 | Parnassus Core Select ETF · PRCS cheaper | 30% | 0.58% | Parnassus Investments, LLC |
| 5 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 29% | 1.09% | — |
| 6 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 29% | 0.17% | SSGA Funds Management, Inc. |
| 7 | PeakShares RMR Prime Equity ETF | 29% | 1.05% | — |
| 8 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 28% | 0.13% | SSGA Funds Management, Inc. |
| 9 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 28% | 0.25% | SSGA Funds Management, Inc. |
| 10 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 28% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 28% | 0.85% | SSGA Funds Management, Inc. |
| 12 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 28% | 0.38% | SSGA Funds Management, Inc. |
| 13 | NPF Core Equity ETF | 28% | — | — |
| 14 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 28% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Essential 40 Stock ETF · ESN diff. adviser | 28% | 0.70% | KKM Financial, LLC |
| 16 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 17 | Optimized Equity Income ETF · OEI | 27% | 0.75% | — |
| 18 | T. Rowe Price Dividend Growth ETF · TDVG cheaper diff. adviser | 27% | 0.50% | T. Rowe Price Associates, Inc. |
| 19 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 27% | 0.43% | Voya Investments, LLC |
| 20 | Large-Cap Value Portfolio cheaper diff. adviser | 27% | 0.62% | Pacific Life Fund Advisors LLC |
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