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 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper | 64% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 59% | 0.56% | SunAmerica Asset Management, LLC |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 53% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 50% | 0.66% | Lincoln Financial Investments Corporation |
| 5 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 49% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 49% | 0.15% | Franklin Advisory Services, LLC |
| 7 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 48% | 0.00% | Franklin Advisers, Inc. |
| 8 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 48% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Clearwater Core Equity Fund · QWVPX diff. adviser | 47% | 0.90% | Clearwater Management Co Inc. |
| 10 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 47% | 0.18% | Fidelity Management & Research Company LLC |
| 11 | Optimized Equity Income ETF · OEI cheaper | 47% | 0.75% | — |
| 12 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 47% | 0.42% | Allspring Funds Management, LLC |
| 13 | Allspring Disciplined Large Cap Portfolio diff. adviser | 47% | — | Allspring Funds Management, LLC |
| 14 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 47% | 0.35% | PGIM INVESTMENTS LLC |
| 15 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 46% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 16 | BlackRock Sustainable Aware Advantage Large Cap Core Fund cheaper diff. adviser | 46% | 0.43% | BlackRock Advisors, LLC |
| 17 | Fidelity Hedged Equity ETF · FHEQ cheaper diff. adviser | 46% | 0.48% | Fidelity Diversifying Solutions LLC |
| 18 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 46% | 0.00% | Fidelity Diversifying Solutions LLC |
| 19 | Fidelity Dynamic Buffered Equity ETF · FBUF cheaper diff. adviser | 46% | 0.48% | Fidelity Diversifying Solutions LLC |
| 20 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 46% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
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