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 | Federated Hermes Strategic Income Fund · STIAX, SINCX, STFSX, STISX, STILX cheaper | 42% | 0.63% | Federated Advisory Services Company, Federated Investment Management Company |
| 2 | Federated Hermes Muni and Stock Advantage Fund · FMUAX, FMUCX, FMUFX, FMUIX | 34% | 0.74% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 3 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 28% | 0.18% | — |
| 4 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 27% | 0.09% | — |
| 5 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX | 27% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 6 | Federated Hermes Managed Volatility Fund II | 27% | 1.00% | Federated Advisory Services Company, Federated Investment Management Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 7 | Horizon Managed Risk ETF · SFTY diff. adviser | 27% | 0.77% | HORIZON INVESTMENTS LLC. |
| 8 | Horizon Core Equity ETF · STOX diff. adviser | 27% | 0.70% | HORIZON INVESTMENTS LLC. |
| 9 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 26% | 0.36% | Voya Investments, LLC |
| 11 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 26% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 12 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 26% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 13 | Penn Series Index 500 Fund cheaper diff. adviser | 26% | 0.34% | Penn Mutual Asset Management, LLC |
| 14 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 26% | 0.03% | Franklin Advisory Services, LLC |
| 15 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Index 500 Stock Portfolio cheaper diff. adviser | 26% | 0.19% | Mason Street Advisors, LLC |
| 17 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 26% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | SPDR S&P 500 ETF TRUST | 26% | — | — |
| 19 | Stock Index Fund · VSTIX cheaper diff. adviser | 26% | 0.23% | The Variable Annuity Life Insurance Company |
| 20 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 26% | 0.16% | SSGA Funds Management, Inc. |
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