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 | Columbia Research Enhanced Value ETF · REVS | 55% | 0.19% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX | 53% | 0.42% | Columbia Management Investment Advisers, LLC |
| 3 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV cheaper diff. adviser | 50% | 0.10% | SSGA Funds Management, Inc. |
| 4 | Xtrackers S&P 500 Scored & Screened ETF · SNPE cheaper diff. adviser | 50% | 0.10% | DBX Advisors LLC |
| 5 | Columbia Variable Portfolio - Disciplined Core Fund | 50% | 0.67% | Columbia Management Investment Advisers, LLC |
| 6 | Columbia Variable Portfolio - Core Equity Fund | 50% | 0.40% | Columbia Management Investment Advisers, LLC |
| 7 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 50% | 0.00% | Franklin Advisers, Inc. |
| 8 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX | 49% | 0.63% | Columbia Management Investment Advisers, LLC |
| 9 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 49% | 0.36% | Lincoln Financial Investments Corporation |
| 10 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 49% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 11 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 49% | 0.09% | PROSHARE ADVISORS LLC |
| 12 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 49% | 0.03% | The Vanguard Group, Inc. |
| 13 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 49% | 0.10% | DBX Advisors LLC |
| 14 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 48% | 0.56% | SunAmerica Asset Management, LLC |
| 15 | iShares U.S. Industry Rotation Active ETF diff. adviser | 48% | 0.42% | BlackRock Fund Advisors |
| 16 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX diff. adviser | 48% | 0.35% | PGIM INVESTMENTS LLC |
| 17 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 47% | 0.08% | BlackRock Fund Advisors |
| 18 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 47% | 0.75% | Exchange Traded Concepts, LLC |
| 19 | Steward Values Enhanced Large Cap Fund · SEEKX, SEECX, SEEBX, SEEHX diff. adviser | 47% | 0.51% | Crossmark Global Investments, Inc. |
| 20 | Alpha Architect US Equity ETF · AAUS | 47% | 0.15% | — |
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