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 | Goldman Sachs Multi-Strategy Alternatives Fund · GMAMX, GMCMX, GSMMX, GIMMX, GMMFX, GMMPX | 42% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Strategic Factor Allocation Fund · SFAFX, GSQPX | 40% | 0.81% | Goldman Sachs Asset Management, L.P. |
| 3 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 35% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell 3000 ETF · IWV cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 5 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 35% | 0.03% | BlackRock Fund Advisors |
| 7 | Schwab Total Stock Market Index Fund · SWTSX cheaper diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | iShares Total U.S. Stock Market Index Fund cheaper diff. adviser | 35% | 0.02% | BlackRock Advisors, LLC |
| 9 | VIP Total Market Index Portfolio cheaper diff. adviser | 35% | 0.11% | Fidelity Management & Research Company LLC |
| 10 | Fidelity ZERO Total Market Index Fund · FZROX cheaper diff. adviser | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper diff. adviser | 35% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 35% | 0.33% | Wilshire Advisors LLC |
| 14 | FlexShares Morningstar US Market Factor Tilt Index Fund · TILT cheaper diff. adviser | 35% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 35% | 0.45% | Jackson National Asset Management, LLC |
| 16 | State Street Balanced Index Fund · SSBIX cheaper diff. adviser | 35% | 0.05% | SSGA Funds Management, Inc. |
| 17 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 34% | 0.39% | Lincoln Financial Investments Corporation |
| 18 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX cheaper diff. adviser | 34% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 19 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 34% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 20 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 34% | 0.02% | The Vanguard Group, Inc. |
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