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 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX diff. adviser | 42% | 0.22% | Teachers Advisors, LLC |
| 2 | World Selection Index Fund · NSRKX, NSRIX diff. adviser | 40% | 0.24% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Nuveen Core Impact Bond Fund · TSBIX, TSBPX, TSBRX, TSBBX, TSBHX diff. adviser | 36% | 0.35% | Teachers Advisors, LLC |
| 4 | Invesco MSCI Global Climate 500 ETF diff. adviser | 36% | 0.10% | Invesco Capital Management LLC |
| 5 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX diff. adviser | 36% | 0.17% | Teachers Advisors, LLC |
| 6 | iShares ESG Aware MSCI USA ETF · ESGU diff. adviser | 34% | 0.15% | BlackRock Fund Advisors |
| 7 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 34% | 0.18% | — |
| 8 | Nuveen ESG Large-Cap ETF · NULC diff. adviser | 33% | 0.21% | Nuveen Fund Advisors, LLC |
| 9 | Invesco MSCI North America Climate ETF diff. adviser | 33% | 0.09% | Invesco Capital Management LLC |
| 10 | iShares S&P 500 3% Capped ETF · TOPC | 32% | 0.09% | — |
| 11 | Steward Values Enhanced Large Cap Fund · SEEKX, SEECX, SEEBX, SEEHX diff. adviser | 32% | 0.51% | Crossmark Global Investments, Inc. |
| 12 | iShares ESG MSCI USA Leaders ETF · SUSL diff. adviser | 32% | 0.10% | BlackRock Fund Advisors |
| 13 | EQUITY INDEX FUND · GEQYX, GEQZX diff. adviser | 32% | 0.12% | GuideStone Capital Management, LLC |
| 14 | Persimmon Long/Short Fund · LSEIX diff. adviser | 32% | 1.99% | Dakota Wealth, LLC. |
| 15 | CYBER HORNET S&P 500 · INDEX diff. adviser | 32% | 0.25% | CYBER HORNET ETFs, LLC |
| 16 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX | 32% | — | TIAA-CREF Investment Management, LLC |
| 17 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 31% | 0.23% | Thrivent Financial for Lutherans |
| 18 | AVIP S&P 500 Index Portfolio diff. adviser | 31% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 19 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX diff. adviser | 31% | 0.02% | The Vanguard Group, Inc. |
| 20 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 31% | 0.43% | Victory Capital Management Inc. |
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