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 diff. adviser | 33% | 0.70% | Victory Capital Management Inc. |
| 2 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 32% | 0.36% | Lincoln Financial Investments Corporation |
| 3 | Franklin Global Equity Fund · CFIPX, SILLX, SMYIX, LMPEX, SMYSX diff. adviser | 32% | 0.83% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | iShares Global Equity Factor ETF · GLOF cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 5 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 30% | 0.32% | BlackRock Fund Advisors |
| 6 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 30% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 7 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund diff. adviser | 29% | 0.66% | Lincoln Financial Investments Corporation |
| 8 | Venerable World Equity Fund diff. adviser | 28% | 0.85% | Venerable Investment Advisers, LLC |
| 9 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 28% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 28% | 0.09% | SSGA Funds Management, Inc. |
| 11 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 12 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX diff. adviser | 28% | 0.75% | Venerable Investment Advisers, LLC |
| 13 | Putnam Dynamic Asset Allocation Equity Fund cheaper diff. adviser | 28% | 0.62% | Franklin Advisers, Inc. |
| 14 | iShares MSCI World ETF · URTH cheaper diff. adviser | 28% | 0.24% | BlackRock Fund Advisors |
| 15 | Invesco Global Equity Net Zero ETF cheaper diff. adviser | 28% | 0.19% | Invesco Capital Management LLC |
| 16 | SPDR MSCI ACWI Climate Paris Aligned ETF · NZAC cheaper diff. adviser | 28% | 0.12% | SSGA Funds Management, Inc. |
| 17 | SPDR MSCI World StrategicFactors ETF · QWLD cheaper diff. adviser | 27% | 0.30% | SSGA Funds Management, Inc. |
| 18 | T. Rowe Price Integrated Global Equity Fund · TQGEX, TQGIX cheaper diff. adviser | 27% | 0.58% | T. Rowe Price Associates, Inc. |
| 19 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 27% | 0.09% | DBX Advisors LLC |
| 20 | Venerable US Large Cap Core Equity Fund · VVEVX, VVEIX diff. adviser | 27% | 0.75% | Venerable Investment Advisers, LLC |
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