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 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 53% | 0.10% | DBX Advisors LLC |
| 2 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 53% | 0.55% | Transamerica Asset Management, Inc. |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 52% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 52% | 0.07% | Reflection Asset Management, LLC |
| 5 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 51% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 6 | FlexShares ESG & Climate US Large Cap Core Index Fund · FEUS cheaper diff. adviser | 51% | 0.09% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 51% | 0.35% | PGIM INVESTMENTS LLC |
| 8 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 51% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 51% | 0.15% | BlackRock Fund Advisors |
| 10 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 51% | 0.20% | SSGA Funds Management, Inc. |
| 11 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 50% | 0.09% | PROSHARE ADVISORS LLC |
| 12 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 50% | 0.36% | Voya Investments, LLC |
| 13 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 50% | 0.48% | DWS Investment Management Americas, Inc. |
| 14 | iShares U.S. Carbon Transition Readiness Aware Active ETF cheaper diff. adviser | 50% | 0.15% | BlackRock Fund Advisors |
| 15 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 50% | 0.08% | BlackRock Fund Advisors |
| 16 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 50% | 0.05% | The Vanguard Group, Inc. |
| 17 | Steward Values Enhanced Large Cap Fund · SEEKX, SEECX, SEEBX, SEEHX diff. adviser | 50% | 0.51% | Crossmark Global Investments, Inc. |
| 18 | Optimized Equity Income ETF · OEI | 50% | 0.75% | — |
| 19 | The U.S. Equity Portfolio · HCEGX cheaper diff. adviser | 50% | 0.16% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper diff. adviser | 50% | 0.25% | BlackRock Fund Advisors |
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