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 Dynamic Buffered Equity ETF · FBUF | 94% | 0.48% | Fidelity Diversifying Solutions LLC |
| 2 | Fidelity Hedged Equity ETF · FHEQ | 92% | 0.48% | Fidelity Diversifying Solutions LLC |
| 3 | Fidelity Enhanced Large Cap Core ETF · FELC diff. adviser | 81% | 0.18% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell Top 200 ETF · IWL diff. adviser | 65% | 0.15% | BlackRock Fund Advisors |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC diff. adviser | 65% | 0.05% | The Vanguard Group, Inc. |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 65% | 0.36% | Voya Investments, LLC |
| 7 | Optimized Equity Income ETF · OEI | 64% | 0.75% | — |
| 8 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 64% | 0.36% | Lincoln Financial Investments Corporation |
| 9 | Fidelity ZERO Large Cap Index Fund · FNILX diff. adviser | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX diff. adviser | 63% | 0.42% | Allspring Funds Management, LLC |
| 11 | BlackRock Advantage Large Cap Core Fund diff. adviser | 63% | 0.43% | BlackRock Advisors, LLC |
| 12 | iShares S&P 100 ETF · OEF diff. adviser | 63% | 0.20% | BlackRock Fund Advisors |
| 13 | Fidelity Enhanced U.S. All-Cap Equity ETF · FEAC diff. adviser | 63% | 0.18% | Fidelity Management & Research Company LLC |
| 14 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 62% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 15 | Allspring Disciplined Large Cap Portfolio diff. adviser | 62% | — | Allspring Funds Management, LLC |
| 16 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX diff. adviser | 62% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Schwab S&P 500 Index Fund · SWPPX diff. adviser | 62% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | iShares Enhanced Large Cap Core Active ETF | 62% | 0.22% | — |
| 19 | U.S. LARGE COMPANY PORTFOLIO · DFUSX diff. adviser | 62% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 20 | FT Vest Total Return Income Fund: Series A2 | 62% | — | — |
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