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 | 1290 VT SmartBeta Equity ESG Portfolio diff. adviser | 81% | 0.85% | Equitable Investment Management Group, LLC |
| 2 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 50% | 0.98% | HORIZON INVESTMENTS LLC. |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 49% | 0.09% | DBX Advisors LLC |
| 4 | Reverb ETF · VOXP cheaper diff. adviser | 49% | 0.30% | Distribution Cognizant LLC |
| 5 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 49% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 6 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 49% | 0.09% | PROSHARE ADVISORS LLC |
| 7 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 49% | 0.20% | SSGA Funds Management, Inc. |
| 8 | iShares MSCI World ETF · URTH cheaper diff. adviser | 49% | 0.24% | BlackRock Fund Advisors |
| 9 | JNL/Mellon World Index Fund cheaper diff. adviser | 49% | 0.30% | Jackson National Asset Management, LLC |
| 10 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 49% | 0.25% | BlackRock Fund Advisors |
| 11 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 49% | 0.16% | SSGA Funds Management, Inc. |
| 12 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 48% | 0.01% | Fidelity Management & Research Company LLC |
| 13 | ATM Large Cap Managed Volatility Portfolio cheaper diff. adviser | 48% | 0.59% | Equitable Investment Management Group, LLC |
| 14 | Stock Index Fund · VSTIX cheaper diff. adviser | 48% | 0.23% | The Variable Annuity Life Insurance Company |
| 15 | EQ/500 Managed Volatility Portfolio cheaper diff. adviser | 48% | 0.54% | Equitable Investment Management Group, LLC |
| 16 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 48% | 0.05% | WisdomTree Digital Management, Inc. |
| 17 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 48% | 0.77% | HORIZON INVESTMENTS LLC. |
| 18 | SA U.S. Core Market Fund cheaper diff. adviser | 48% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 19 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 48% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 48% | 0.20% | Columbia Management Investment Advisers, LLC |
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