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 | Aptus Drawdown Managed Equity ETF · ADME | 99% | 0.79% | Aptus Capital Advisors, LLC |
| 2 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 73% | 0.15% | BlackRock Fund Advisors |
| 3 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 73% | 0.36% | Voya Investments, LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 71% | 0.05% | The Vanguard Group, Inc. |
| 5 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 70% | 0.02% | Charles Schwab Investment Management, Inc. |
| 6 | NEOS S&P 500(R) Hedged Equity Income ETF · SPYH cheaper diff. adviser | 70% | 0.68% | NEOS Investment Management, LLC |
| 7 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 70% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 70% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 9 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 70% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 10 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 70% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 11 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 70% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 12 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 70% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 13 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 69% | 0.11% | Invesco Capital Management LLC |
| 14 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 69% | 0.09% | PROSHARE ADVISORS LLC |
| 15 | NEOS S&P 500(R) High Income ETF · SPYI cheaper diff. adviser | 69% | 0.68% | NEOS Investment Management, LLC |
| 16 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 69% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Penn Series Index 500 Fund cheaper diff. adviser | 69% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 69% | 0.00% | Morgan Stanley Investment Management Inc. |
| 19 | SPDR S&P 500 ETF TRUST | 69% | — | — |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 69% | 0.19% | Mason Street Advisors, LLC |
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