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 | Allspring Disciplined Large Cap Portfolio | 90% | — | Allspring Funds Management, LLC |
| 2 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 69% | 0.15% | BlackRock Fund Advisors |
| 3 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 69% | 0.36% | Voya Investments, LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 68% | 0.05% | The Vanguard Group, Inc. |
| 5 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 68% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 6 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 68% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 7 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 68% | 0.00% | Morgan Stanley Investment Management Inc. |
| 8 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 68% | 0.02% | Charles Schwab Investment Management, Inc. |
| 9 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 68% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 10 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 68% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 68% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Allspring Index Fund · WFIRX, WFIOX, WFILX, WFIMX, WFINX cheaper | 68% | 0.25% | Allspring Funds Management, LLC |
| 13 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 67% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 14 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 67% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 15 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 67% | 0.03% | BlackRock Fund Advisors |
| 16 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 67% | 0.21% | New York Life Investment Management LLC |
| 17 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper diff. adviser | 67% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 67% | 0.03% | Franklin Advisory Services, LLC |
| 19 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 67% | 0.36% | Lincoln Financial Investments Corporation |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 67% | 0.19% | Mason Street Advisors, LLC |
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