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 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 67% | 0.56% | SunAmerica Asset Management, LLC |
| 2 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 62% | 0.36% | Lincoln Financial Investments Corporation |
| 3 | iShares Russell Top 200 ETF · IWL diff. adviser | 60% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 60% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 6 | Fidelity Enhanced Large Cap Core ETF · FELC diff. adviser | 60% | 0.18% | Fidelity Management & Research Company LLC |
| 7 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 59% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX diff. adviser | 59% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Blended Research Core Equity Portfolio diff. adviser | 59% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX diff. adviser | 59% | 0.75% | Venerable Investment Advisers, LLC |
| 11 | Fidelity Dynamic Buffered Equity ETF · FBUF diff. adviser | 59% | 0.48% | Fidelity Diversifying Solutions LLC |
| 12 | Intech S&p Large Cap Diversified Alpha ETF · LGDX | 59% | 0.25% | — |
| 13 | Fidelity Hedged Equity ETF · FHEQ diff. adviser | 59% | 0.48% | Fidelity Diversifying Solutions LLC |
| 14 | iShares S&P 100 ETF · OEF diff. adviser | 59% | 0.20% | BlackRock Fund Advisors |
| 15 | Schwab S&P 500 Index Fund · SWPPX diff. adviser | 59% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | Azoria 500 Meritocracy ETF · SPXM | 59% | 0.47% | — |
| 17 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX diff. adviser | 59% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | U.S. LARGE COMPANY PORTFOLIO · DFUSX diff. adviser | 59% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 59% | 0.42% | Allspring Funds Management, LLC |
| 20 | iShares U.S. Industry Rotation Active ETF diff. adviser | 59% | 0.42% | BlackRock Fund Advisors |
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