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 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX | 78% | 0.22% | Teachers Advisors, LLC |
| 2 | Nuveen ESG Large-Cap ETF · NULC diff. adviser | 57% | 0.21% | Nuveen Fund Advisors, LLC |
| 3 | iShares ESG Optimized MSCI USA ETF · SUSA diff. adviser | 53% | 0.25% | BlackRock Fund Advisors |
| 4 | iShares ESG MSCI USA Leaders ETF · SUSL cheaper diff. adviser | 51% | 0.10% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI USA Selection Equity ETF · USSG cheaper diff. adviser | 49% | 0.09% | DBX Advisors LLC |
| 6 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX diff. adviser | 49% | 0.55% | Transamerica Asset Management, Inc. |
| 7 | iShares ESG MSCI KLD 400 ETF · DSI diff. adviser | 49% | 0.25% | BlackRock Fund Advisors |
| 8 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 48% | 0.00% | American Century Investment Management, Inc. |
| 9 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 48% | 0.14% | — |
| 10 | American Century Large Cap Equity ETF · ACLC | 48% | 0.39% | — |
| 11 | U.S. Socially Responsible Fund · VSRDX diff. adviser | 47% | 0.35% | The Variable Annuity Life Insurance Company |
| 12 | THRIVENT ESG INDEX PORTFOLIO diff. adviser | 47% | 0.37% | Thrivent Financial for Lutherans |
| 13 | 1290 VT Socially Responsible Portfolio diff. adviser | 47% | 0.65% | Equitable Investment Management Group, LLC |
| 14 | ONEASCENT LARGE CAP CORE ETF · OALC diff. adviser | 47% | 0.49% | OneAscent Investment Solutions, LLC |
| 15 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 47% | 0.74% | Domini Impact Investments LLC |
| 16 | Fidelity U.S. Sustainability Index Fund · FITLX cheaper diff. adviser | 47% | 0.11% | Fidelity Management & Research Company LLC |
| 17 | JNL/Morningstar U.S. Sustainability Index Fund diff. adviser | 47% | 0.36% | Jackson National Asset Management, LLC |
| 18 | MML Sustainable Equity Fund diff. adviser | 46% | 0.57% | MML Investment Advisers, LLC |
| 19 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 46% | 0.66% | New York Life Investment Management LLC |
| 20 | American Conservative Values ETF · ACVF diff. adviser | 45% | 0.75% | Ridgeline Research LLC |
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