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 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 38% | 0.13% | SSGA Funds Management, Inc. |
| 2 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 38% | 0.25% | SSGA Funds Management, Inc. |
| 3 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 38% | 0.85% | SSGA Funds Management, Inc. |
| 4 | VistaShares Target 15 S&P 100 Distribution ETF | 38% | — | — |
| 5 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 38% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 6 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 37% | 0.38% | SSGA Funds Management, Inc. |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 37% | 0.05% | The Vanguard Group, Inc. |
| 8 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 37% | 0.15% | BlackRock Fund Advisors |
| 9 | Optimized Equity Income ETF · OEI cheaper | 37% | 0.75% | — |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 37% | 0.36% | Voya Investments, LLC |
| 11 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 37% | 0.48% | DWS Investment Management Americas, Inc. |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 13 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 37% | 0.46% | Victory Capital Management Inc. |
| 14 | FT Vest Total Return Income Fund: Series A2 | 37% | — | — |
| 15 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 37% | 0.20% | Invesco Capital Management LLC |
| 16 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 37% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 37% | 0.62% | Fred Alger Management, Inc. |
| 18 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 37% | 1.09% | — |
| 19 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 37% | 0.06% | Franklin Advisory Services, LLC |
| 20 | Nuveen S&P 500 Buy-Write Income Fund | 36% | — | — |
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