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 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 47% | 0.09% | Invesco Capital Management LLC |
| 2 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 47% | 0.07% | Reflection Asset Management, LLC |
| 3 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 46% | 0.03% | The Vanguard Group, Inc. |
| 4 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 46% | 0.15% | Victory Capital Management Inc. |
| 5 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 46% | 0.29% | Invesco Capital Management LLC |
| 6 | Nuveen S&P 500 Index Fund · TISPX, TRSPX, TISAX, TISWX cheaper diff. adviser | 46% | 0.00% | Teachers Advisors, LLC |
| 7 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 46% | 0.05% | TCW Investment Management Company LLC |
| 8 | LargeCap S&P 500 Index Fund · PLFMX, PLFPX, PLFIX, PSPJX, PLSAX cheaper diff. adviser | 46% | 0.10% | Principal Global Investors, LLC |
| 9 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 46% | 0.03% | The Vanguard Group, Inc. |
| 10 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 46% | 0.10% | DBX Advisors LLC |
| 11 | Fidelity Flex Large Cap Focused Index Fund · FXLCX cheaper | 46% | 0.00% | — |
| 12 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 46% | 0.09% | PROSHARE ADVISORS LLC |
| 13 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 46% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 14 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 46% | 0.23% | Thrivent Financial for Lutherans |
| 15 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 46% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 46% | 0.25% | CYBER HORNET ETFs, LLC |
| 17 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 46% | 0.43% | Victory Capital Management Inc. |
| 18 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 46% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 19 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 46% | 0.14% | The Vanguard Group, Inc. |
| 20 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 46% | 0.01% | Fidelity Management & Research Company LLC |
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