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 Hedged Equity ETF · FHEQ diff. adviser | 82% | 0.48% | Fidelity Diversifying Solutions LLC |
| 2 | Fidelity Dynamic Buffered Equity ETF · FBUF diff. adviser | 82% | 0.48% | Fidelity Diversifying Solutions LLC |
| 3 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 81% | 0.00% | Fidelity Diversifying Solutions LLC |
| 4 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 68% | 0.15% | BlackRock Fund Advisors |
| 5 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 68% | 0.36% | Voya Investments, LLC |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 67% | 0.05% | The Vanguard Group, Inc. |
| 7 | iShares S&P 100 ETF · OEF diff. adviser | 67% | 0.20% | BlackRock Fund Advisors |
| 8 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 66% | 0.01% | Fidelity Management & Research Company LLC |
| 9 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 66% | 0.36% | Lincoln Financial Investments Corporation |
| 10 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 66% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 11 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q cheaper | 66% | 0.09% | Fidelity Management & Research Company LLC |
| 12 | NEOS S&P 500(R) High Income ETF · SPYI diff. adviser | 66% | 0.68% | NEOS Investment Management, LLC |
| 13 | Index 500 Stock Portfolio diff. adviser | 66% | 0.19% | Mason Street Advisors, LLC |
| 14 | Fidelity 500 Index Fund · FXAIX cheaper | 66% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | SPDR S&P 500 ETF TRUST | 66% | — | — |
| 16 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 66% | 0.02% | Charles Schwab Investment Management, Inc. |
| 17 | Penn Series Index 500 Fund diff. adviser | 66% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 66% | 0.14% | MML Investment Advisers, LLC |
| 19 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 66% | — | DWS Investment Management Americas, Inc. |
| 20 | EQ/Equity 500 Index Portfolio diff. adviser | 66% | 0.29% | Equitable Investment Management Group, LLC |
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