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 | FlexShares Quality Dividend Index Fund · QDF | 71% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Income Equity Fund · NOIEX | 57% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | FlexShares US Quality Large Cap Index Fund · QLC cheaper | 52% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | Large Cap Core Fund · NOLCX | 48% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | U.S. Quality ESG Fund | 47% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 47% | 0.15% | Franklin Advisory Services, LLC |
| 7 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 44% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 8 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 44% | 0.01% | American Century Investment Management, Inc. |
| 9 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 43% | 0.55% | Transamerica Asset Management, Inc. |
| 10 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 43% | 0.49% | Pacer Advisors, Inc. |
| 11 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper | 43% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 42% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 42% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 42% | 0.15% | Fidelity Management & Research Company LLC |
| 15 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 42% | 0.06% | Franklin Advisory Services, LLC |
| 16 | Fidelity U.S. Multifactor ETF · FLRG cheaper diff. adviser | 41% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 41% | 0.10% | Fidelity Management & Research Company LLC |
| 18 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 41% | 0.36% | Lincoln Financial Investments Corporation |
| 19 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 41% | 0.86% | Victory Capital Management Inc. |
| 20 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 41% | 0.56% | SunAmerica Asset Management, LLC |
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