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 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper | 39% | 0.15% | Franklin Advisory Services, LLC |
| 2 | MFS Blended Research Core Equity ETF · BRCE cheaper | 39% | 0.24% | — |
| 3 | iShares U.S. Large Cap Premium Income Active ETF | 38% | 0.35% | BlackRock Fund Advisors |
| 4 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX | 38% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX | 38% | 0.42% | Columbia Management Investment Advisers, LLC |
| 6 | MFS Blended Research Core Equity Portfolio | 38% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX | 37% | 0.35% | PGIM INVESTMENTS LLC |
| 8 | iShares Enhanced Large Cap Core Active ETF cheaper | 37% | 0.22% | — |
| 9 | SA Franklin Systematic U.S. Large Cap Core Portfolio | 37% | 0.56% | SunAmerica Asset Management, LLC |
| 10 | Fidelity Enhanced U.S. All-Cap Equity ETF · FEAC cheaper | 37% | 0.18% | Fidelity Management & Research Company LLC |
| 11 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX | 37% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 12 | Astoria US Quality Growth Kings ETF · GQQQ | 37% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper | 37% | 0.06% | Franklin Advisory Services, LLC |
| 14 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper | 36% | 0.18% | Fidelity Management & Research Company LLC |
| 15 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX | 36% | 0.63% | Columbia Management Investment Advisers, LLC |
| 16 | Fidelity Hedged Equity ETF · FHEQ | 36% | 0.48% | Fidelity Diversifying Solutions LLC |
| 17 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF | 36% | 0.65% | — |
| 18 | Columbia Variable Portfolio - Disciplined Core Fund | 36% | 0.67% | Columbia Management Investment Advisers, LLC |
| 19 | Columbia Variable Portfolio - Core Equity Fund | 36% | 0.40% | Columbia Management Investment Advisers, LLC |
| 20 | BlackRock Advantage Large Cap Core Fund | 36% | 0.43% | BlackRock Advisors, LLC |
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