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 Global Managed Volatility Fund · UGOFX, UGMVX cheaper | 43% | 0.70% | Victory Capital Management Inc. |
| 2 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX cheaper | 41% | 0.78% | Victory Capital Management Inc. |
| 3 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 41% | 0.09% | DBX Advisors LLC |
| 4 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 41% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 5 | iShares MSCI World ETF · URTH cheaper diff. adviser | 41% | 0.24% | BlackRock Fund Advisors |
| 6 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 41% | 0.25% | BlackRock Fund Advisors |
| 7 | Victory Growth & Income Fund · USGRX, UIGIX cheaper | 41% | 0.86% | Victory Capital Management Inc. |
| 8 | JNL/Mellon World Index Fund cheaper diff. adviser | 41% | 0.30% | Jackson National Asset Management, LLC |
| 9 | Allspring Disciplined Large Cap Portfolio diff. adviser | 40% | — | Allspring Funds Management, LLC |
| 10 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 40% | 0.39% | Allianz Investment Management LLC |
| 11 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 40% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 12 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 40% | 0.42% | Allspring Funds Management, LLC |
| 13 | Victory Sustainable World Fund · USAWX, UIWGX, USWGX cheaper | 40% | 1.03% | Victory Capital Management Inc. |
| 14 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 39% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | Franklin Global Equity Fund · CFIPX, SILLX, SMYIX, LMPEX, SMYSX cheaper diff. adviser | 39% | 0.83% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 39% | 0.55% | First Trust Advisors L.P. |
| 17 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 38% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 18 | Invesco Global Equity Net Zero ETF cheaper diff. adviser | 38% | 0.19% | Invesco Capital Management LLC |
| 19 | iShares Global Equity Factor ETF · GLOF cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 20 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 38% | 0.08% | WisdomTree Asset Management, Inc. |
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