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 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 62% | 0.03% | The Vanguard Group, Inc. |
| 2 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper | 62% | 0.60% | Pacer Advisors, Inc. |
| 3 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 61% | 0.18% | Nationwide Fund Advisors |
| 4 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 61% | 0.08% | BlackRock Fund Advisors |
| 5 | SA Large Cap Index Portfolio cheaper diff. adviser | 60% | 0.25% | SunAmerica Asset Management, LLC |
| 6 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 60% | 0.05% | TCW Investment Management Company LLC |
| 7 | Reverb ETF · VOXP cheaper diff. adviser | 60% | 0.30% | Distribution Cognizant LLC |
| 8 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 60% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 9 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 60% | 0.07% | Reflection Asset Management, LLC |
| 10 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 60% | 0.00% | Morgan Stanley Investment Management Inc. |
| 11 | Strive 1000 Growth ETF · STXG cheaper diff. adviser | 60% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 60% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 60% | 0.29% | Invesco Capital Management LLC |
| 14 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 60% | 0.09% | PROSHARE ADVISORS LLC |
| 15 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 60% | 0.03% | BlackRock Fund Advisors |
| 16 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 60% | 0.18% | — |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 59% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 59% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 59% | 0.20% | SSGA Funds Management, Inc. |
| 20 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 59% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
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