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 | Fidelity Large Cap Stock Fund · FLCSX, FLAJX, FLAHX, FHZTX, FLAZX, FLAFX cheaper | 86% | 0.66% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Large Cap Stock K6 Fund · FCLKX cheaper | 86% | 0.45% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Growth and Income Portfolio · FGRIX, FGIKX, FGIJX, FGIEX, FGJDX, FGJEX, FGIDX cheaper | 77% | 0.46% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX cheaper | 73% | 0.49% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 55% | 0.38% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX | 46% | 0.71% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Series Sustainable U.S. Market Fund · FSUMX cheaper | 44% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Dividend Growth Fund · FDGFX, FDGKX, FGDEX, FGDGX, FGDHX, FGDJX, FGDDX | 44% | 0.79% | Fidelity Management & Research Company LLC |
| 9 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 43% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Capital Appreciation Fund · FDCAX, FCAKX cheaper | 42% | 0.58% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Series All-Sector Equity Fund · FSAEX cheaper | 42% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | Victory 500 Index VIP Series cheaper diff. adviser | 42% | 0.28% | Victory Capital Management Inc. |
| 13 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 42% | 0.05% | The Vanguard Group, Inc. |
| 14 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 41% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 41% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 41% | 0.15% | Victory Capital Management Inc. |
| 17 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 41% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 18 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 41% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 19 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 41% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 41% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
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