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 | U.S. Large Cap Equity Portfolio diff. adviser | 78% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 76% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 76% | 0.03% | Franklin Advisory Services, LLC |
| 4 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 76% | 0.03% | BlackRock Fund Advisors |
| 5 | State Street S&P 500 Index Fund · SVSPX diff. adviser | 76% | 0.16% | SSGA Funds Management, Inc. |
| 6 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 76% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 76% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Stock Index Fund · VSTIX diff. adviser | 76% | 0.23% | The Variable Annuity Life Insurance Company |
| 9 | SPDR S&P 500 ETF TRUST | 76% | — | — |
| 10 | Index 500 Stock Portfolio diff. adviser | 76% | 0.19% | Mason Street Advisors, LLC |
| 11 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX diff. adviser | 76% | 0.14% | MML Investment Advisers, LLC |
| 12 | NVIT S&P 500 Index Fund diff. adviser | 76% | 0.16% | Nationwide Fund Advisors |
| 13 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 76% | — | DWS Investment Management Americas, Inc. |
| 14 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 76% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | EQ/Equity 500 Index Portfolio diff. adviser | 76% | 0.29% | Equitable Investment Management Group, LLC |
| 16 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 76% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 76% | 0.02% | SSGA Funds Management, Inc. |
| 18 | Penn Series Index 500 Fund diff. adviser | 76% | 0.34% | Penn Mutual Asset Management, LLC |
| 19 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 76% | 0.03% | BlackRock Fund Advisors |
| 20 | Transamerica S&P 500 Index VP diff. adviser | 76% | 0.12% | Transamerica Asset Management, Inc. |
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