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 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 56% | 0.06% | Franklin Advisory Services, LLC |
| 2 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 54% | 0.15% | Franklin Advisory Services, LLC |
| 3 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 53% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 52% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 52% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Income Equity Fund · NOIEX cheaper diff. adviser | 52% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 51% | 0.18% | Fidelity Management & Research Company LLC |
| 8 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 50% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 50% | 0.20% | BlackRock Fund Advisors |
| 10 | BNY Mellon Stock Index Fund, Inc. cheaper | 50% | 0.27% | BNY Mellon Investment Adviser, Inc. |
| 11 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 49% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 12 | NEOS S&P 500(R) Hedged Equity Income ETF · SPYH cheaper diff. adviser | 49% | 0.68% | NEOS Investment Management, LLC |
| 13 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 49% | 0.50% | Tidal Investments LLC |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 49% | — | — |
| 15 | Penn Series Index 500 Fund cheaper diff. adviser | 49% | 0.34% | Penn Mutual Asset Management, LLC |
| 16 | Index 500 Stock Portfolio cheaper diff. adviser | 49% | 0.19% | Mason Street Advisors, LLC |
| 17 | SPDR S&P 500 ETF TRUST | 49% | — | — |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 49% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 49% | 0.14% | MML Investment Advisers, LLC |
| 20 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 49% | — | DWS Investment Management Americas, Inc. |
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