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 | Eaton Vance All Asset Strategy Fund · EARAX, ECRAX, EIRAX | 59% | 0.87% | Eaton Vance Management |
| 2 | VOYA U.S. STOCK INDEX PORTFOLIO · INGIX, ISJBX, ISIPX, ISIVX cheaper diff. adviser | 52% | 0.15% | Voya Investments, LLC |
| 3 | Voya VACS Index Series S Portfolio · VVIPX diff. adviser | 52% | — | Voya Investments, LLC |
| 4 | iShares MSCI World ETF · URTH cheaper diff. adviser | 51% | 0.24% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 51% | 0.09% | DBX Advisors LLC |
| 6 | JNL/Mellon World Index Fund cheaper diff. adviser | 51% | 0.30% | Jackson National Asset Management, LLC |
| 7 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 51% | 0.25% | BlackRock Fund Advisors |
| 8 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 50% | 0.18% | — |
| 9 | CVT S&P 500 Index Portfolio cheaper diff. adviser | 50% | 0.28% | Calvert Research and Management |
| 10 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 50% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 11 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 50% | 0.16% | SSGA Funds Management, Inc. |
| 12 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 50% | 0.01% | Fidelity Management & Research Company LLC |
| 13 | Stock Index Fund · VSTIX cheaper diff. adviser | 50% | 0.23% | The Variable Annuity Life Insurance Company |
| 14 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 50% | 0.20% | Columbia Management Investment Advisers, LLC |
| 15 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 50% | 0.00% | Morgan Stanley Investment Management Inc. |
| 16 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 50% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Penn Series Index 500 Fund cheaper diff. adviser | 50% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 50% | 0.14% | MML Investment Advisers, LLC |
| 19 | SPDR S&P 500 ETF TRUST | 50% | — | — |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 50% | 0.19% | Mason Street Advisors, LLC |
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