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 | Victory 500 Index VIP Series cheaper diff. adviser | 37% | 0.28% | Victory Capital Management Inc. |
| 2 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 37% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 3 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX cheaper | 36% | 0.59% | Fidelity Management & Research Company LLC |
| 4 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 36% | 0.00% | — |
| 5 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 36% | 1.10% | Calamos Advisors LLC |
| 6 | Reverb ETF · VOXP cheaper diff. adviser | 36% | 0.30% | Distribution Cognizant LLC |
| 7 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 36% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 8 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 36% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 9 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 36% | 0.00% | Morgan Stanley Investment Management Inc. |
| 10 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 36% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 35% | 0.02% | Charles Schwab Investment Management, Inc. |
| 12 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 35% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 14 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 35% | 0.03% | BlackRock Fund Advisors |
| 15 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 35% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 16 | iShares Enhanced Large Cap Core Active ETF cheaper | 35% | 0.22% | — |
| 17 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 35% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 18 | Fidelity Hedged Equity Fund · FEQHX, FEQJX, FEQZX, FEQDX, FEQNX, FEQAX cheaper diff. adviser | 35% | 0.50% | Fidelity Diversifying Solutions LLC |
| 19 | Nuveen S&P 500 Buy-Write Income Fund | 35% | — | — |
| 20 | Fidelity Hedged Equity ETF · FHEQ cheaper diff. adviser | 35% | 0.48% | Fidelity Diversifying Solutions LLC |
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