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 Cornerstone Moderately Aggressive Fund · USCRX cheaper | 88% | 1.07% | Victory Capital Management Inc. |
| 2 | Victory Cornerstone Moderately Conservative Fund · UCMCX | 71% | 1.18% | Victory Capital Management Inc. |
| 3 | Victory Cornerstone Aggressive Fund · UCAGX | 66% | 1.20% | Victory Capital Management Inc. |
| 4 | The Institutional U.S. Equity Portfolio · HCIGX cheaper diff. adviser | 20% | 0.17% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 5 | Victory Capital Growth Fund · USCGX, UICGX | 18% | 1.09% | Victory Capital Management Inc. |
| 6 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 17% | 0.29% | John Hancock Investment Management LLC |
| 7 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 17% | 0.15% | — |
| 8 | Strategic Advisers U.S. Total Stock Fund · FSAKX cheaper diff. adviser | 17% | 0.21% | Strategic Advisers LLC |
| 9 | Cambria US EW ETF · USEW cheaper | 17% | 0.30% | — |
| 10 | Avantis U.S. Equity ETF · AVUS cheaper | 17% | 0.15% | — |
| 11 | EQ/Large Cap Core Managed Volatility Portfolio cheaper diff. adviser | 17% | 0.64% | Equitable Investment Management Group, LLC |
| 12 | AZL DFA U.S. Core Equity Fund cheaper diff. adviser | 16% | 0.78% | Allianz Investment Management LLC |
| 13 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 16% | 0.00% | — |
| 14 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL cheaper diff. adviser | 16% | 0.29% | Invesco Capital Management LLC |
| 15 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 16% | 0.39% | Lincoln Financial Investments Corporation |
| 16 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 16% | 0.49% | Lincoln Financial Investments Corporation |
| 17 | AB US Equity ETF · XCHG cheaper | 16% | 0.50% | — |
| 18 | PSF Stock Index Portfolio cheaper diff. adviser | 16% | 0.29% | PGIM INVESTMENTS LLC |
| 19 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 16% | 0.45% | Jackson National Asset Management, LLC |
| 20 | JNL S&P 500 Index Fund cheaper diff. adviser | 16% | 0.09% | Jackson National Asset Management, LLC |
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