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 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 37% | 0.05% | The Vanguard Group, Inc. |
| 2 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 37% | 0.02% | The Vanguard Group, Inc. |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 37% | 0.01% | The Vanguard Group, Inc. |
| 4 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 36% | — | Teachers Advisors, LLC |
| 5 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 36% | 0.09% | Teachers Advisors, LLC |
| 6 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 7 | iShares Russell 1000 ETF · IWB cheaper diff. adviser | 36% | 0.15% | BlackRock Fund Advisors |
| 8 | T. Rowe Price Active Core U.S. Equity ETF · TACU cheaper diff. adviser | 36% | 0.00% | T. Rowe Price Associates, Inc. |
| 9 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper diff. adviser | 36% | 0.03% | The Vanguard Group, Inc. |
| 10 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 36% | 0.42% | Equitable Investment Management Group, LLC |
| 11 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 36% | 0.00% | Teachers Advisors, LLC |
| 12 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX cheaper diff. adviser | 36% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 13 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 36% | 0.03% | SSGA Funds Management, Inc. |
| 14 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 36% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 36% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 36% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 36% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | iShares Dow Jones U.S. ETF · IYY cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 19 | T. Rowe Price Total Equity Market Index Fund · POMIX cheaper diff. adviser | 36% | 0.19% | T. Rowe Price Associates, Inc. |
| 20 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 36% | 0.31% | Jackson National Asset Management, LLC |
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