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 | Boston Trust Walden Balanced Fund · WSBFX cheaper | 63% | 0.95% | Boston Trust Walden Inc. |
| 2 | Boston Trust Equity Fund · BTEFX cheaper | 62% | 0.83% | Boston Trust Walden Inc. |
| 3 | Boston Trust Asset Management Fund · BTBFX cheaper | 53% | 0.80% | Boston Trust Walden Inc. |
| 4 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 40% | 1.00% | Sit Investment Associates, Inc. |
| 5 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 40% | 0.20% | Invesco Capital Management LLC |
| 6 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 7 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 8 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 9 | Xtrackers S&P 500 Scored & Screened ETF · SNPE cheaper diff. adviser | 39% | 0.10% | DBX Advisors LLC |
| 10 | State Street(R) SPDR(R) S&P 500(R) ESG ETF · EFIV cheaper diff. adviser | 39% | 0.10% | SSGA Funds Management, Inc. |
| 11 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 39% | 0.14% | — |
| 12 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 39% | 0.15% | DBX Advisors LLC |
| 13 | Nuveen Nasdaq 100 Dynamic Overwrite Fund | 38% | — | — |
| 14 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 38% | 0.49% | Pacer Advisors, Inc. |
| 15 | First Trust Enhanced Equity Income Fund | 38% | — | — |
| 16 | BARRETT GROWTH FUND · BGRWX diff. adviser | 38% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 17 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
| 18 | Praxis Impact Large Cap Growth ETF · PRXG cheaper diff. adviser | 38% | 0.36% | Everence Capital Management, Inc. |
| 19 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 38% | 0.62% | — |
| 20 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 37% | 0.10% | Fidelity Management & Research Company LLC |
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