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 | AB Global Risk Allocation-Moderate Portfolio cheaper | 42% | 0.53% | AllianceBernstein L.P. |
| 2 | Overlay A Portfolio · SAOOX, SAOTX cheaper | 40% | 1.09% | AllianceBernstein L.P. |
| 3 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper | 38% | 1.22% | AllianceBernstein L.P. |
| 4 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 32% | 0.09% | — |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 32% | 0.15% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 32% | 0.36% | Voya Investments, LLC |
| 7 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 32% | 0.77% | HORIZON INVESTMENTS LLC. |
| 8 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 32% | 0.70% | HORIZON INVESTMENTS LLC. |
| 9 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 32% | 0.18% | — |
| 10 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 32% | 0.16% | SSGA Funds Management, Inc. |
| 11 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 32% | 0.01% | Fidelity Management & Research Company LLC |
| 12 | Stock Index Fund · VSTIX cheaper diff. adviser | 32% | 0.23% | The Variable Annuity Life Insurance Company |
| 13 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 32% | 0.20% | Columbia Management Investment Advisers, LLC |
| 14 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 31% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 31% | 0.08% | WisdomTree Asset Management, Inc. |
| 16 | Penn Series Index 500 Fund cheaper diff. adviser | 31% | 0.34% | Penn Mutual Asset Management, LLC |
| 17 | Index 500 Stock Portfolio cheaper diff. adviser | 31% | 0.19% | Mason Street Advisors, LLC |
| 18 | SPDR S&P 500 ETF TRUST | 31% | — | — |
| 19 | NVIT S&P 500 Index Fund cheaper diff. adviser | 31% | 0.16% | Nationwide Fund Advisors |
| 20 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 31% | 0.14% | MML Investment Advisers, LLC |
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