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 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX | 71% | 0.65% | Natixis Advisors, LLC |
| 2 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 70% | 0.20% | BlackRock Fund Advisors |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 69% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 69% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 69% | 0.05% | The Vanguard Group, Inc. |
| 6 | Parametric Hedged Equity ETF · PHEQ cheaper | 68% | 0.29% | — |
| 7 | Optimized Equity Income ETF · OEI | 67% | 0.75% | — |
| 8 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 67% | 1.00% | Brinker Capital Investments, LLC |
| 9 | Alpha Architect US Equity ETF · AAUS cheaper | 67% | 0.15% | — |
| 10 | MML Equity Index Fund cheaper diff. adviser | 67% | 0.12% | MML Investment Advisers, LLC |
| 11 | Nuveen S&P 500 Buy-Write Income Fund | 67% | — | — |
| 12 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 67% | 0.15% | — |
| 13 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 67% | 0.03% | Franklin Advisory Services, LLC |
| 14 | Transamerica S&P 500 Index VP cheaper diff. adviser | 67% | 0.12% | Transamerica Asset Management, Inc. |
| 15 | Penn Series Index 500 Fund cheaper diff. adviser | 67% | 0.34% | Penn Mutual Asset Management, LLC |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 67% | — | — |
| 17 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 67% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 67% | 0.14% | MML Investment Advisers, LLC |
| 19 | Index 500 Stock Portfolio cheaper diff. adviser | 67% | 0.19% | Mason Street Advisors, LLC |
| 20 | SPDR S&P 500 ETF TRUST | 67% | — | — |
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