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 Fund · FEQHX, FEQJX, FEQZX, FEQDX, FEQNX, FEQAX cheaper | 82% | 0.50% | Fidelity Diversifying Solutions LLC |
| 2 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 68% | 0.05% | WisdomTree Digital Management, Inc. |
| 3 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 68% | 0.32% | — |
| 4 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 67% | 0.15% | BlackRock Fund Advisors |
| 5 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 67% | 0.20% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 67% | 0.36% | Voya Investments, LLC |
| 7 | RACWI US ETF · RAUS cheaper | 67% | 0.00% | — |
| 8 | Parametric Hedged Equity ETF · PHEQ cheaper | 66% | 0.29% | — |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 66% | 0.05% | The Vanguard Group, Inc. |
| 10 | Parametric Equity Plus ETF · PEPS cheaper | 66% | 0.10% | — |
| 11 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 65% | 0.03% | Franklin Advisory Services, LLC |
| 12 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 65% | 0.18% | — |
| 13 | Gateway Equity Call Premium Fund · GCPAX, GCPCX, GCPYX, GCPTX, GCPNX diff. adviser | 65% | 0.63% | Natixis Advisors, LLC |
| 14 | JNL S&P 500 Index Fund cheaper diff. adviser | 65% | 0.09% | Jackson National Asset Management, LLC |
| 15 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 65% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 16 | SGI Enhanced Market Leaders ETF · LDRX | 65% | 0.59% | — |
| 17 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 65% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | Index 500 Stock Portfolio cheaper diff. adviser | 65% | 0.19% | Mason Street Advisors, LLC |
| 19 | SPDR S&P 500 ETF TRUST | 65% | — | — |
| 20 | S&P 500 Index Master Portfolio diff. adviser | 65% | — | BlackRock Fund Advisors |
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