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 | iShares MSCI World ETF · URTH cheaper diff. adviser | 63% | 0.24% | BlackRock Fund Advisors |
| 2 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper | 62% | 0.15% | SSGA Funds Management, Inc. |
| 3 | JNL/Mellon World Index Fund diff. adviser | 62% | 0.30% | Jackson National Asset Management, LLC |
| 4 | AZL MSCI Global Equity Index Fund diff. adviser | 62% | 0.39% | Allianz Investment Management LLC |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 61% | 0.09% | DBX Advisors LLC |
| 6 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 60% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 59% | 0.25% | BlackRock Fund Advisors |
| 8 | iShares MSCI ACWI ETF · ACWI diff. adviser | 57% | 0.32% | BlackRock Fund Advisors |
| 9 | The Catholic SRI Growth Portfolio · HCSRX diff. adviser | 56% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 10 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 54% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 11 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper | 53% | 0.09% | SSGA Funds Management, Inc. |
| 12 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 53% | 0.18% | — |
| 13 | AB Global Risk Allocation-Moderate Portfolio diff. adviser | 53% | 0.53% | AllianceBernstein L.P. |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 52% | 0.09% | — |
| 15 | State Street Equity 500 Index II Portfolio · SSEYX cheaper | 51% | 0.02% | SSGA Funds Management, Inc. |
| 16 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper diff. adviser | 51% | 0.28% | Venerable Investment Advisers, LLC |
| 17 | SFT Index 500 Fund cheaper diff. adviser | 51% | 0.18% | Securian Asset Management, Inc. |
| 18 | State Street S&P 500 Index V.I.S. Fund · SSSPX | 50% | 0.30% | SSGA Funds Management, Inc. |
| 19 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 50% | 0.23% | Lincoln Financial Investments Corporation |
| 20 | Stock Index Fund · VSTIX cheaper diff. adviser | 50% | 0.23% | The Variable Annuity Life Insurance Company |
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