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 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX cheaper | 55% | 0.90% | Calamos Advisors LLC |
| 2 | CVT S&P 500 Index Portfolio cheaper diff. adviser | 53% | 0.28% | Calvert Research and Management |
| 3 | MetLife Stock Index Portfolio cheaper diff. adviser | 53% | 0.26% | Brighthouse Investment Advisers, LLC |
| 4 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 53% | 0.16% | SSGA Funds Management, Inc. |
| 5 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 53% | 0.01% | Fidelity Management & Research Company LLC |
| 6 | Stock Index Fund · VSTIX cheaper diff. adviser | 53% | 0.23% | The Variable Annuity Life Insurance Company |
| 7 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 53% | 0.02% | Charles Schwab Investment Management, Inc. |
| 8 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 53% | 0.20% | Columbia Management Investment Advisers, LLC |
| 9 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 53% | 0.01% | Fidelity Management & Research Company LLC |
| 10 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 53% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 11 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 53% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 12 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 53% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 13 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 53% | 0.14% | MML Investment Advisers, LLC |
| 14 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 53% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Index 500 Stock Portfolio cheaper diff. adviser | 53% | 0.19% | Mason Street Advisors, LLC |
| 16 | NVIT S&P 500 Index Fund cheaper diff. adviser | 53% | 0.16% | Nationwide Fund Advisors |
| 17 | SPDR S&P 500 ETF TRUST | 53% | — | — |
| 18 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 53% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Transamerica S&P 500 Index VP cheaper diff. adviser | 53% | 0.12% | Transamerica Asset Management, Inc. |
| 20 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 53% | 0.23% | Lincoln Financial Investments Corporation |
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