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 Enhanced U.S. Equity ETF · GUSE cheaper | 81% | 0.30% | — |
| 2 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 65% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 65% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 64% | 0.36% | Voya Investments, LLC |
| 5 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper diff. adviser | 64% | 0.34% | T. Rowe Price Associates, Inc. |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 64% | 0.05% | The Vanguard Group, Inc. |
| 7 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 63% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 8 | Optimized Equity Income ETF · OEI | 63% | 0.75% | — |
| 9 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 63% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 63% | 0.16% | SSGA Funds Management, Inc. |
| 12 | Stock Index Fund · VSTIX cheaper diff. adviser | 63% | 0.23% | The Variable Annuity Life Insurance Company |
| 13 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 63% | 0.03% | Franklin Advisory Services, LLC |
| 14 | Penn Series Index 500 Fund cheaper diff. adviser | 62% | 0.34% | Penn Mutual Asset Management, LLC |
| 15 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 62% | 0.00% | Morgan Stanley Investment Management Inc. |
| 16 | Index 500 Stock Portfolio cheaper diff. adviser | 62% | 0.19% | Mason Street Advisors, LLC |
| 17 | SPDR S&P 500 ETF TRUST | 62% | — | — |
| 18 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 62% | 0.29% | Equitable Investment Management Group, LLC |
| 19 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 62% | 0.14% | MML Investment Advisers, LLC |
| 20 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 62% | — | DWS Investment Management Americas, Inc. |
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