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 | Growth and Income Portfolio cheaper | 52% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX cheaper | 43% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 3 | Destinations Large Cap Equity Fund · DLCFX, DLCZX cheaper diff. adviser | 40% | 0.66% | Brinker Capital Investments, LLC |
| 4 | BNY Mellon Dynamic Value Fund · DAGVX, DCGVX, DRGVX, DRGYX cheaper | 34% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 5 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 34% | 0.18% | — |
| 6 | BNY Mellon Dynamic Value ETF · BKDV cheaper diff. adviser | 34% | 0.60% | BNY Mellon ETF Investment Adviser, LLC |
| 7 | BNY Mellon Stock Index Fund, Inc. cheaper | 34% | 0.27% | BNY Mellon Investment Adviser, Inc. |
| 8 | CVT S&P 500 Index Portfolio cheaper diff. adviser | 33% | 0.28% | Calvert Research and Management |
| 9 | MetLife Stock Index Portfolio cheaper diff. adviser | 33% | 0.26% | Brighthouse Investment Advisers, LLC |
| 10 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 33% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 33% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 12 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 33% | 0.09% | — |
| 13 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 33% | 0.03% | Franklin Advisory Services, LLC |
| 14 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 32% | 0.00% | Morgan Stanley Investment Management Inc. |
| 15 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 32% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 16 | Penn Series Index 500 Fund cheaper diff. adviser | 32% | 0.34% | Penn Mutual Asset Management, LLC |
| 17 | NEOS Boosted S&P 500(R) High Income ETF | 32% | — | — |
| 18 | Index 500 Stock Portfolio cheaper diff. adviser | 32% | 0.19% | Mason Street Advisors, LLC |
| 19 | SPDR S&P 500 ETF TRUST | 32% | — | — |
| 20 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 32% | 0.03% | Charles Schwab Investment Management, Inc. |
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