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 Defensive Index Fund · QDEF | 71% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Income Equity Fund · NOIEX | 59% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | FlexShares US Quality Large Cap Index Fund · QLC cheaper | 48% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | U.S. Quality ESG Fund | 46% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Large Cap Core Fund · NOLCX | 45% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 44% | 0.15% | Franklin Advisory Services, LLC |
| 7 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 43% | 0.55% | Transamerica Asset Management, Inc. |
| 8 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 43% | 0.06% | Franklin Advisory Services, LLC |
| 9 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 42% | 0.49% | Pacer Advisors, Inc. |
| 10 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 42% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX diff. adviser | 42% | 0.42% | Columbia Management Investment Advisers, LLC |
| 12 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX cheaper diff. adviser | 42% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Blended Research Core Equity Portfolio cheaper diff. adviser | 42% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 42% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 42% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 16 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 41% | 0.01% | American Century Investment Management, Inc. |
| 17 | Optimized Equity Income ETF · OEI | 41% | 0.75% | — |
| 18 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 41% | 0.18% | Fidelity Management & Research Company LLC |
| 19 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 41% | 0.00% | Franklin Advisers, Inc. |
| 20 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 40% | 0.68% | Goldman Sachs Asset Management, L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.