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 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 78% | 0.62% | Equitable Investment Management Group, LLC |
| 2 | VIP Stock Selector Portfolio | 71% | 0.50% | Fidelity Management & Research Company LLC |
| 3 | Fidelity U.S. Equity Central Fund | 70% | — | Fidelity Management & Research Company LLC |
| 4 | Fidelity SAI Sustainable Sector Fund · FIDJX | 67% | 0.44% | Fidelity Management & Research Company LLC |
| 5 | Fidelity ZERO Large Cap Index Fund · FNILX | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | iShares Russell Top 200 ETF · IWL diff. adviser | 62% | 0.15% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 62% | 0.36% | Voya Investments, LLC |
| 8 | BNY Mellon US Large Cap Core Equity ETF · BKLC diff. adviser | 62% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 9 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX diff. adviser | 62% | 0.00% | T. Rowe Price Associates, Inc. |
| 10 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX | 62% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | Schwab S&P 500 Index Fund · SWPPX diff. adviser | 62% | 0.02% | Charles Schwab Investment Management, Inc. |
| 12 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX diff. adviser | 62% | 0.18% | Nationwide Fund Advisors |
| 13 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS diff. adviser | 62% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 14 | U.S. LARGE COMPANY PORTFOLIO · DFUSX diff. adviser | 62% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Invesco S&P 500 QVM Multi-Factor ETF · QVML diff. adviser | 62% | 0.11% | Invesco Capital Management LLC |
| 16 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 62% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 17 | E*TRADE No Fee Large Cap Index Fund · ETLGX diff. adviser | 62% | 0.00% | Morgan Stanley Investment Management Inc. |
| 18 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 61% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 19 | SA Large Cap Index Portfolio diff. adviser | 61% | 0.25% | SunAmerica Asset Management, LLC |
| 20 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 61% | 0.60% | Pacer Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.