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 | AB Dynamic Asset Allocation Portfolio diff. adviser | 40% | 0.85% | AllianceBernstein L.P. |
| 2 | State Street Equity 500 Index II Portfolio · SSEYX cheaper | 39% | 0.02% | SSGA Funds Management, Inc. |
| 3 | EQ/AB Dynamic Growth Portfolio diff. adviser | 39% | 0.90% | Equitable Investment Management Group, LLC |
| 4 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper diff. adviser | 39% | 0.28% | Venerable Investment Advisers, LLC |
| 5 | VANGUARD BALANCED INDEX FUND · VBINX, VBIAX, VBAIX cheaper diff. adviser | 39% | 0.04% | The Vanguard Group, Inc. |
| 6 | Allspring Index Asset Allocation Fund · SFAAX, WFALX, WFAIX, WFATX diff. adviser | 38% | 0.75% | Allspring Funds Management, LLC |
| 7 | SFT Index 500 Fund cheaper diff. adviser | 38% | 0.18% | Securian Asset Management, Inc. |
| 8 | State Street S&P 500 Index V.I.S. Fund · SSSPX cheaper | 38% | 0.30% | SSGA Funds Management, Inc. |
| 9 | Allspring VT Index Asset Allocation Fund diff. adviser | 38% | 1.01% | Allspring Funds Management, LLC |
| 10 | EQ/AB Dynamic Aggressive Growth Portfolio diff. adviser | 38% | 0.90% | Equitable Investment Management Group, LLC |
| 11 | SA Large Cap Index Portfolio cheaper diff. adviser | 38% | 0.25% | SunAmerica Asset Management, LLC |
| 12 | State Street Balanced Index Fund · SSBIX cheaper | 38% | 0.05% | SSGA Funds Management, Inc. |
| 13 | PSF PGIM 50/50 Balanced Portfolio diff. adviser | 38% | 0.58% | PGIM INVESTMENTS LLC |
| 14 | Nova Fund diff. adviser | 38% | 1.68% | Security Investors, LLC |
| 15 | Nova Fund · RYNVX, RYANX, RYNCX, RYNHX diff. adviser | 38% | 1.41% | Security Investors, LLC |
| 16 | S&P 500 2x Strategy Fund · RYTTX, RYCTX, RYTNX diff. adviser | 38% | 1.74% | Security Investors, LLC |
| 17 | S&P 500 2x Strategy Fund diff. adviser | 38% | 1.86% | Security Investors, LLC |
| 18 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper | 38% | 0.03% | SSGA Funds Management, Inc. |
| 19 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 38% | 0.23% | Lincoln Financial Investments Corporation |
| 20 | EQ/Invesco Moderate Growth Allocation Portfolio diff. adviser | 37% | 0.90% | Equitable Investment Management Group, LLC |
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