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 | iShares ESG MSCI USA Leaders ETF · SUSL diff. adviser | 96% | 0.10% | BlackRock Fund Advisors |
| 2 | Fidelity U.S. Sustainability Index Fund · FITLX diff. adviser | 90% | 0.11% | Fidelity Management & Research Company LLC |
| 3 | 1290 VT Socially Responsible Portfolio diff. adviser | 85% | 0.65% | Equitable Investment Management Group, LLC |
| 4 | iShares ESG MSCI KLD 400 ETF · DSI diff. adviser | 81% | 0.25% | BlackRock Fund Advisors |
| 5 | THRIVENT ESG INDEX PORTFOLIO diff. adviser | 77% | 0.37% | Thrivent Financial for Lutherans |
| 6 | Green Century Equity Fund · GCEQX, GCEUX diff. adviser | 76% | 0.90% | GREEN CENTURY CAPITAL MANAGEMENT, INC. |
| 7 | World Selection Index Fund · NSRKX, NSRIX diff. adviser | 66% | 0.24% | NORTHERN TRUST INVESTMENTS, INC. |
| 8 | Xtrackers S&P 500 Scored & Screened ETF · SNPE | 62% | 0.10% | DBX Advisors LLC |
| 9 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV diff. adviser | 61% | 0.10% | SSGA Funds Management, Inc. |
| 10 | Sp Funds S&p 500 Sharia Industry Exclusions ETF · SPUS diff. adviser | 61% | 0.45% | Tidal Investments LLC |
| 11 | JNL/Morningstar U.S. Sustainability Index Fund diff. adviser | 60% | 0.36% | Jackson National Asset Management, LLC |
| 12 | NYLI Candriam U.S. Large Cap Equity ETF · IQSU diff. adviser | 59% | 0.09% | New York Life Investment Management LLC |
| 13 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper | 57% | 0.07% | DBX Advisors LLC |
| 14 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ | 56% | 0.10% | DBX Advisors LLC |
| 15 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 55% | 0.04% | SSGA Funds Management, Inc. |
| 17 | iShares S&P 500 Growth ETF · IVW diff. adviser | 55% | 0.18% | BlackRock Fund Advisors |
| 18 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 55% | 0.08% | BlackRock Fund Advisors |
| 19 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 55% | 0.08% | BlackRock Fund Advisors |
| 20 | VANGUARD GROWTH INDEX FUND · VIGAX, VIGRX, VIGIX, VUG cheaper diff. adviser | 55% | 0.03% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.