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 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 61% | 0.36% | Lincoln Financial Investments Corporation |
| 2 | FlexShares US Quality Large Cap Index Fund · QLC diff. adviser | 59% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 3 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 59% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 58% | 0.98% | HORIZON INVESTMENTS LLC. |
| 5 | Optimized Equity Income ETF · OEI | 57% | 0.75% | — |
| 6 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 57% | 0.12% | SSGA Funds Management, Inc. |
| 7 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 57% | 0.09% | PROSHARE ADVISORS LLC |
| 8 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 57% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 9 | ActivePassive U.S. Equity ETF · APUE | 57% | 0.31% | — |
| 10 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX diff. adviser | 56% | 0.20% | SSGA Funds Management, Inc. |
| 11 | State Street S&P 500 Index Fund · SVSPX diff. adviser | 56% | 0.16% | SSGA Funds Management, Inc. |
| 12 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 56% | 0.01% | Fidelity Management & Research Company LLC |
| 13 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX diff. adviser | 56% | 0.18% | Nationwide Fund Advisors |
| 14 | Index 500 Stock Portfolio diff. adviser | 56% | 0.19% | Mason Street Advisors, LLC |
| 15 | SPDR S&P 500 ETF TRUST | 56% | — | — |
| 16 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper | 56% | 0.06% | Franklin Advisory Services, LLC |
| 17 | Stock Index Fund · VSTIX diff. adviser | 56% | 0.23% | The Variable Annuity Life Insurance Company |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 56% | 0.14% | MML Investment Advisers, LLC |
| 19 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 56% | — | DWS Investment Management Americas, Inc. |
| 20 | EQ/Equity 500 Index Portfolio diff. adviser | 56% | 0.29% | Equitable Investment Management Group, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.