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 Advisor Capital Development Fund · FDETX, FDTTX, FDECX, FDTZX, FDEIX | 85% | 0.53% | — |
| 2 | Fidelity Series Large Cap Stock Fund · FGLGX cheaper | 85% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Large Cap Stock K6 Fund · FCLKX cheaper | 82% | 0.45% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Large Cap Stock Fund · FLCSX, FLAJX, FLAHX, FHZTX, FLAZX, FLAFX | 82% | 0.66% | Fidelity Management & Research Company LLC |
| 5 | VIP Growth and Income Portfolio · QGI2Q | 72% | 0.49% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Growth and Income Portfolio · FGRIX, FGIKX, FGIJX, FGIEX, FGJDX, FGJEX, FGIDX cheaper | 72% | 0.46% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 58% | 0.38% | Fidelity Management & Research Company LLC |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 54% | 0.05% | The Vanguard Group, Inc. |
| 9 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 54% | 0.36% | Voya Investments, LLC |
| 11 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 54% | 0.20% | BlackRock Fund Advisors |
| 12 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 53% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Optimized Equity Income ETF · OEI | 53% | 0.75% | — |
| 14 | VIP Stock Selector Portfolio | 52% | 0.50% | Fidelity Management & Research Company LLC |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 52% | — | — |
| 16 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 51% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 51% | 0.90% | Calamos Advisors LLC |
| 18 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 51% | 0.02% | Charles Schwab Investment Management, Inc. |
| 19 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 51% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 20 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 51% | 0.21% | BNY Mellon Investment Adviser, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.