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 | Optimized Equity Income ETF · OEI | 56% | 0.75% | — |
| 2 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 55% | 0.98% | HORIZON INVESTMENTS LLC. |
| 3 | Nuveen S&P 500 Dynamic Overwrite Fund | 54% | — | — |
| 4 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 5 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 53% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 6 | The U.S. Equity Portfolio · HCEGX cheaper diff. adviser | 53% | 0.16% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | SA U.S. Core Market Fund diff. adviser | 53% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 53% | 0.05% | The Vanguard Group, Inc. |
| 9 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 53% | 0.36% | Voya Investments, LLC |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN | 53% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Penn Series Index 500 Fund diff. adviser | 53% | 0.34% | Penn Mutual Asset Management, LLC |
| 12 | T. Rowe Price U.S. Equity Research ETF · TSPA diff. adviser | 53% | 0.34% | T. Rowe Price Associates, Inc. |
| 13 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 53% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 53% | 0.25% | CYBER HORNET ETFs, LLC |
| 15 | Index 500 Stock Portfolio cheaper diff. adviser | 53% | 0.19% | Mason Street Advisors, LLC |
| 16 | SPDR S&P 500 ETF TRUST | 53% | — | — |
| 17 | AVIP S&P 500 Index Portfolio diff. adviser | 53% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 53% | 0.14% | MML Investment Advisers, LLC |
| 19 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 53% | 0.23% | Thrivent Financial for Lutherans |
| 20 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 53% | — | DWS Investment Management Americas, Inc. |
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