Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
| 1 |
T. Rowe Price Equity Index 500 Portfolio
cheaper
|
30%
|
0.39% |
— |
| 2 |
Large Cap Equity Fund
· TLGUX
cheaper
|
28%
|
0.47% |
— |
| 3 |
Strategic Advisers Large Cap Fund
· FALCX
cheaper
|
26%
|
0.24% |
— |
| 4 |
Sphere 500 Climate Fund
cheaper
|
26%
|
0.07% |
— |
| 5 |
The Value Equity Portfolio
cheaper
|
26%
|
0.17% |
— |
| 6 |
Fidelity Hedged Equity Central Fund
|
25%
|
— |
— |
| 7 |
Delaware Hedged U.S. Equity Opportunities Fund
|
23%
|
1.23% |
— |
| 8 |
Goldman Sachs Defensive Equity ETF
cheaper
|
23%
|
0.55% |
— |
| 9 |
Global X S&P 500 ESG Covered Call ETF
cheaper
|
22%
|
0.60% |
Global X Management Company LLC |
| 10 |
MML Equity Rotation Fund
cheaper
|
22%
|
0.70% |
MML Investment Advisers, LLC |
| 11 |
Syntax Stratified LargeCap ETF
cheaper
|
22%
|
0.30% |
— |
| 12 |
MM Equity Asset Fund
cheaper
|
22%
|
0.28% |
— |
| 13 |
Nationwide Multi-Cap Portfolio
|
21%
|
— |
— |
| 14 |
Goldman Sachs U.S. Equity ESG Fund
· GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX
cheaper
|
21%
|
0.67% |
— |
| 15 |
Delaware Sustainable Equity Income Fund
cheaper
|
20%
|
0.38% |
— |
| 16 |
Nuveen Social Choice Low Carbon Equity Fund
· TPWCX, TLWCX, TEWCX, TNWCX, TCCHX
cheaper
|
20%
|
0.30% |
Teachers Advisors, LLC |
| 17 |
Guggenheim RBP Large-Cap Defensive Fund
|
19%
|
0.92% |
— |
| 18 |
Hartford Longevity Economy ETF
· HLGE
cheaper
|
19%
|
0.44% |
— |
| 19 |
Guggenheim RBP Large-Cap Market Fund
|
19%
|
0.93% |
— |
| 20 |
Fidelity SAI Sustainable Future Fund
· FIDHX
cheaper
|
19%
|
0.60% |
— |
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