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 | Victory RS Global Fund · RSGGX, RGGCX, RGGKX, RGGYX, RGGRX cheaper | 71% | 0.55% | Victory Capital Management Inc. |
| 2 | iShares MSCI World ETF · URTH cheaper diff. adviser | 41% | 0.24% | BlackRock Fund Advisors |
| 3 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 40% | 0.32% | BlackRock Fund Advisors |
| 4 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 40% | 0.39% | Allianz Investment Management LLC |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 40% | 0.09% | DBX Advisors LLC |
| 6 | JNL/Mellon World Index Fund cheaper diff. adviser | 40% | 0.30% | Jackson National Asset Management, LLC |
| 7 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 40% | 0.25% | BlackRock Fund Advisors |
| 8 | Victory Capital Growth Fund · USCGX, UICGX | 40% | 1.09% | Victory Capital Management Inc. |
| 9 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 39% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 10 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 39% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 11 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 38% | 0.15% | — |
| 12 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 38% | 0.09% | Invesco Capital Management LLC |
| 13 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 14 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper | 38% | 0.43% | Victory Capital Management Inc. |
| 15 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 38% | 0.25% | CYBER HORNET ETFs, LLC |
| 16 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 38% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 17 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 38% | 0.23% | Thrivent Financial for Lutherans |
| 18 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 38% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 19 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 38% | 0.02% | The Vanguard Group, Inc. |
| 20 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 38% | 0.14% | The Vanguard Group, Inc. |
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