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 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 21% | 0.57% | — |
| 2 | AMT Diversified Equity Fund · DAACX diff. adviser | 21% | 0.73% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIIT LARGE CAP INDEX FUND · LCIAX cheaper diff. adviser | 20% | 0.13% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SIMT LARGE CAP INDEX FUND · SLGFX cheaper | 20% | 0.64% | — |
| 5 | SIMT S&P 500 Index Fund · SSPIX, TRQIX, SPIIX, SETYX cheaper | 20% | 0.54% | — |
| 6 | SIIT S&P 500 INDEX FUND · SPINX cheaper diff. adviser | 20% | 0.12% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | SIIT DYNAMIC ASSET ALLOCATION FUND · SDLAX diff. adviser | 19% | 0.67% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | New Covenant Growth Fund · NCGFX diff. adviser | 19% | 0.98% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SIMT Dynamic Asset Allocation Fund · SDYAX, SDYYX | 19% | 0.93% | — |
| 10 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX diff. adviser | 19% | 1.00% | RiverPark Advisors, LLC |
| 11 | Catholic Responsible Investments Multi-Style US Equity Fund · CRTVX, CRTSX diff. adviser | 19% | 0.67% | Christian Brothers Investment Services, Inc. |
| 12 | Catholic Responsible Investments Equity Index Fund · CRQSX cheaper diff. adviser | 19% | 0.09% | Christian Brothers Investment Services, Inc. |
| 13 | PeakShares RMR Prime Equity ETF | 19% | 1.05% | — |
| 14 | Global X S&P 500 Tail Risk ETF · XTR cheaper diff. adviser | 18% | 0.25% | Global X Management Company LLC |
| 15 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 18% | 0.02% | Global X Management Company LLC |
| 16 | Global X Adaptive U.S. Risk Management ETF · ONOF cheaper diff. adviser | 18% | 0.39% | Global X Management Company LLC |
| 17 | Global X S&P 500 Christian Values ETF · CHRI cheaper diff. adviser | 18% | 0.29% | Global X Management Company LLC |
| 18 | Global X S&P 500 Collar 95-110 ETF · XCLR cheaper diff. adviser | 18% | 0.25% | Global X Management Company LLC |
| 19 | Global X S&P 500 Risk Managed Income ETF · XRMI cheaper diff. adviser | 18% | 0.60% | Global X Management Company LLC |
| 20 | Global X S&P 500 Covered Call ETF · XYLD cheaper diff. adviser | 18% | 0.60% | Global X Management Company LLC |
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