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 | Clearwater Core Equity Fund · QWVPX diff. adviser | 55% | 0.90% | Clearwater Management Co Inc. |
| 2 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 54% | 0.36% | Lincoln Financial Investments Corporation |
| 3 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 52% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Systematic Core Fund · VCGAX cheaper diff. adviser | 52% | 0.64% | The Variable Annuity Life Insurance Company |
| 5 | Allspring Disciplined Large Cap Portfolio diff. adviser | 51% | — | Allspring Funds Management, LLC |
| 6 | GuideMark Large Cap Core Fund · GMLGX, GILGX, GLCPX cheaper diff. adviser | 50% | 0.55% | AssetMark Inc. |
| 7 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 49% | 0.42% | Allspring Funds Management, LLC |
| 8 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 49% | 0.56% | SunAmerica Asset Management, LLC |
| 9 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 49% | 0.18% | Fidelity Management & Research Company LLC |
| 10 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 49% | 0.00% | Franklin Advisers, Inc. |
| 11 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 48% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 48% | 0.15% | Franklin Advisory Services, LLC |
| 13 | iShares U.S. Equity Factor ETF · LRGF cheaper diff. adviser | 48% | 0.08% | BlackRock Fund Advisors |
| 14 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper diff. adviser | 48% | 0.44% | Russell Investment Management, LLC |
| 15 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 48% | 0.66% | Lincoln Financial Investments Corporation |
| 16 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX cheaper diff. adviser | 47% | 0.75% | Venerable Investment Advisers, LLC |
| 17 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 47% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 47% | 0.35% | PGIM INVESTMENTS LLC |
| 19 | Fidelity Hedged Equity ETF · FHEQ cheaper diff. adviser | 46% | 0.48% | Fidelity Diversifying Solutions LLC |
| 20 | ActivePassive U.S. Equity ETF · APUE cheaper | 46% | 0.31% | — |
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