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 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX | 46% | 0.73% | — |
| 2 | Global X Adaptive U.S. Risk Management ETF · ONOF diff. adviser | 45% | 0.39% | Global X Management Company LLC |
| 3 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 45% | 0.02% | Global X Management Company LLC |
| 4 | SIMT S&P 500 Index Fund · SSPIX, TRQIX, SPIIX, SETYX | 44% | 0.54% | — |
| 5 | SIIT S&P 500 INDEX FUND · SPINX cheaper diff. adviser | 44% | 0.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Global X S&P 500 Tail Risk ETF · XTR cheaper diff. adviser | 44% | 0.25% | Global X Management Company LLC |
| 7 | Global X S&P 500 Covered Call & Growth ETF · XYLG diff. adviser | 44% | 0.35% | Global X Management Company LLC |
| 8 | Global X S&P 500 Risk Managed Income ETF · XRMI diff. adviser | 44% | 0.60% | Global X Management Company LLC |
| 9 | Global X S&P 500 Covered Call ETF · XYLD diff. adviser | 44% | 0.60% | Global X Management Company LLC |
| 10 | Global X S&P 500 Collar 95-110 ETF · XCLR cheaper diff. adviser | 44% | 0.25% | Global X Management Company LLC |
| 11 | Global X NYSE 100 ETF cheaper | 43% | 0.09% | — |
| 12 | Frost Growth Equity Fund · FICEX, FACEX diff. adviser | 43% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 13 | Global X S&P 500 Christian Values ETF · CHRI cheaper diff. adviser | 43% | 0.29% | Global X Management Company LLC |
| 14 | SIMT LARGE CAP INDEX FUND · SLGFX | 43% | 0.64% | — |
| 15 | Global X S&P 500 Catholic Values ETF · CATH cheaper diff. adviser | 43% | 0.29% | Global X Management Company LLC |
| 16 | SIIT LARGE CAP INDEX FUND · LCIAX cheaper diff. adviser | 43% | 0.13% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Catholic Responsible Investments Equity Index Fund · CRQSX cheaper diff. adviser | 42% | 0.09% | Christian Brothers Investment Services, Inc. |
| 18 | KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF · KIQQ | 41% | 0.79% | — |
| 19 | New Covenant Growth Fund · NCGFX diff. adviser | 41% | 0.98% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | Global X NASDAQ 100 Covered Call ETF · QYLD diff. adviser | 41% | 0.60% | Global X Management Company LLC |
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