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 | Federated Hermes Capital Income Fund · CAPAX, CAPCX, CAPFX, CAPSX, CAPRX cheaper | 34% | 0.65% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 2 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 33% | 0.15% | BlackRock Fund Advisors |
| 3 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 33% | 0.36% | Voya Investments, LLC |
| 4 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 33% | 0.09% | — |
| 5 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 33% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 6 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 33% | 0.98% | HORIZON INVESTMENTS LLC. |
| 7 | Horizon Managed Risk ETF · SFTY diff. adviser | 33% | 0.77% | HORIZON INVESTMENTS LLC. |
| 8 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 33% | 0.70% | HORIZON INVESTMENTS LLC. |
| 9 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 33% | 0.18% | — |
| 10 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 33% | 0.03% | Franklin Advisory Services, LLC |
| 11 | Index 500 Stock Portfolio cheaper diff. adviser | 33% | 0.19% | Mason Street Advisors, LLC |
| 12 | SPDR S&P 500 ETF TRUST | 33% | — | — |
| 13 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 33% | — | DWS Investment Management Americas, Inc. |
| 14 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 33% | 0.14% | MML Investment Advisers, LLC |
| 15 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 33% | 0.29% | Equitable Investment Management Group, LLC |
| 16 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 33% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 33% | 0.02% | SSGA Funds Management, Inc. |
| 18 | NVIT S&P 500 Index Fund cheaper diff. adviser | 33% | 0.16% | Nationwide Fund Advisors |
| 19 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 33% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 33% | 0.01% | Fidelity Management & Research Company LLC |
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