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 | T. Rowe Price Technology ETF · TTEQ | 51% | 0.63% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper | 47% | 0.34% | T. Rowe Price Associates, Inc. |
| 3 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper | 47% | 0.00% | T. Rowe Price Associates, Inc. |
| 4 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper | 46% | 0.03% | The Vanguard Group, Inc. |
| 5 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper | 45% | 0.07% | Reflection Asset Management, LLC |
| 6 | VANGUARD ESG U.S. STOCK ETF · ESGV cheaper | 45% | 0.09% | The Vanguard Group, Inc. |
| 7 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper | 45% | 0.10% | DBX Advisors LLC |
| 8 | Multimanager Aggressive Equity Portfolio | 45% | 0.76% | Equitable Investment Management Group, LLC |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 45% | 0.05% | The Vanguard Group, Inc. |
| 10 | iShares Russell Top 200 ETF · IWL cheaper | 45% | 0.15% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 45% | 0.36% | Voya Investments, LLC |
| 12 | TCW Transform 500 ETF · VOTE cheaper | 45% | 0.05% | TCW Investment Management Company LLC |
| 13 | Strive 1000 Growth ETF · STXG cheaper | 45% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 45% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | Invesco MSCI North America Climate ETF cheaper | 45% | 0.09% | Invesco Capital Management LLC |
| 16 | SA Large Cap Index Portfolio cheaper | 44% | 0.25% | SunAmerica Asset Management, LLC |
| 17 | Invesco S&P 500 BuyWrite ETF · PBP cheaper | 44% | 0.29% | Invesco Capital Management LLC |
| 18 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper | 44% | 0.20% | SSGA Funds Management, Inc. |
| 19 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper | 44% | 0.00% | Morgan Stanley Investment Management Inc. |
| 20 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper | 44% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
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