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 Enhanced Large Cap Core ETF · FELC | 64% | 0.18% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 63% | 0.00% | Fidelity Diversifying Solutions LLC |
| 3 | Fidelity Hedged Equity ETF · FHEQ diff. adviser | 62% | 0.48% | Fidelity Diversifying Solutions LLC |
| 4 | Fidelity Dynamic Buffered Equity ETF · FBUF diff. adviser | 61% | 0.48% | Fidelity Diversifying Solutions LLC |
| 5 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 53% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | Allspring Disciplined Large Cap Portfolio diff. adviser | 53% | — | Allspring Funds Management, LLC |
| 7 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 52% | 0.42% | Allspring Funds Management, LLC |
| 8 | iShares U.S. Carbon Transition Readiness Aware Active ETF cheaper diff. adviser | 52% | 0.15% | BlackRock Fund Advisors |
| 9 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 52% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 10 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 52% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 52% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 51% | 0.03% | Franklin Advisory Services, LLC |
| 13 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 51% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 51% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Flex Large Cap Focused Index Fund · FXLCX cheaper | 51% | 0.00% | — |
| 16 | Penn Series Index 500 Fund diff. adviser | 51% | 0.34% | Penn Mutual Asset Management, LLC |
| 17 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 51% | 0.15% | BlackRock Fund Advisors |
| 18 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 51% | 0.00% | Morgan Stanley Investment Management Inc. |
| 19 | Fidelity 500 Index Fund · FXAIX cheaper | 51% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 51% | 0.16% | SSGA Funds Management, Inc. |
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