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 | ProShares S&P 500 High Income ETF · ISPY | 58% | 0.56% | PROSHARE ADVISORS LLC |
| 2 | ProShares Ultra S&P500 · SSO | 57% | 0.89% | PROSHARE ADVISORS LLC |
| 3 | ProShares UltraPro S&P500 · UPRO | 55% | 0.91% | PROSHARE ADVISORS LLC |
| 4 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 54% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 5 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 53% | 0.29% | John Hancock Investment Management LLC |
| 6 | NEOS S&P 500(R) Hedged Equity Income ETF · SPYH diff. adviser | 53% | 0.68% | NEOS Investment Management, LLC |
| 7 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 53% | 0.92% | HORIZON INVESTMENTS LLC. |
| 8 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 53% | 0.16% | SSGA Funds Management, Inc. |
| 9 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 53% | 0.01% | Fidelity Management & Research Company LLC |
| 10 | Stock Index Fund · VSTIX cheaper diff. adviser | 53% | 0.23% | The Variable Annuity Life Insurance Company |
| 11 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 52% | 0.20% | Columbia Management Investment Advisers, LLC |
| 12 | NEOS Boosted S&P 500(R) High Income ETF | 52% | — | — |
| 13 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 52% | 0.02% | Charles Schwab Investment Management, Inc. |
| 14 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper | 52% | 0.09% | PROSHARE ADVISORS LLC |
| 15 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 52% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 52% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 52% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 18 | Penn Series Index 500 Fund cheaper diff. adviser | 52% | 0.34% | Penn Mutual Asset Management, LLC |
| 19 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 52% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 20 | SPDR S&P 500 ETF TRUST | 52% | — | — |
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