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 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper | 90% | 0.03% | The Vanguard Group, Inc. |
| 2 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 83% | 0.08% | BlackRock Fund Advisors |
| 3 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 83% | 0.07% | Reflection Asset Management, LLC |
| 4 | Victory 500 Index Fund · USSPX, USPRX diff. adviser | 81% | 0.15% | Victory Capital Management Inc. |
| 5 | ProShares S&P 500 Ex-Energy ETF · SPXE diff. adviser | 81% | 0.09% | PROSHARE ADVISORS LLC |
| 6 | iShares Dow Jones U.S. ETF · IYY diff. adviser | 80% | 0.20% | BlackRock Fund Advisors |
| 7 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ diff. adviser | 80% | 0.10% | DBX Advisors LLC |
| 8 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper | 80% | 0.05% | The Vanguard Group, Inc. |
| 9 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper | 80% | 0.01% | The Vanguard Group, Inc. |
| 10 | EQUITY INDEX PORTFOLIO | 80% | 0.14% | The Vanguard Group, Inc. |
| 11 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper | 80% | 0.02% | The Vanguard Group, Inc. |
| 12 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper | 80% | 0.03% | The Vanguard Group, Inc. |
| 13 | CYBER HORNET S&P 500 · INDEX diff. adviser | 80% | 0.25% | CYBER HORNET ETFs, LLC |
| 14 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 80% | 0.43% | Victory Capital Management Inc. |
| 15 | AVIP S&P 500 Index Portfolio diff. adviser | 80% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 16 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 80% | 0.23% | Thrivent Financial for Lutherans |
| 17 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 80% | 0.04% | Invesco Capital Management LLC |
| 18 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX diff. adviser | 80% | 0.20% | SSGA Funds Management, Inc. |
| 19 | Nuveen S&P 500 Index Fund · TISPX, TRSPX, TISAX, TISWX cheaper diff. adviser | 79% | 0.00% | Teachers Advisors, LLC |
| 20 | AZL S&P 500 Index Fund diff. adviser | 79% | 0.23% | Allianz Investment Management LLC |
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