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 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 80% | 0.50% | Tidal Investments LLC |
| 2 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 62% | 0.08% | WisdomTree Asset Management, Inc. |
| 3 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 61% | 0.02% | Charles Schwab Investment Management, Inc. |
| 4 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 61% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 61% | 0.01% | Fidelity Management & Research Company LLC |
| 6 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 61% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 7 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 61% | 0.32% | — |
| 8 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 61% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 9 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 61% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 10 | Reverb ETF · VOXP cheaper diff. adviser | 61% | 0.30% | Distribution Cognizant LLC |
| 11 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 61% | 0.18% | Nationwide Fund Advisors |
| 12 | RACWI US ETF · RAUS cheaper | 60% | 0.00% | — |
| 13 | SA Large Cap Index Portfolio cheaper diff. adviser | 60% | 0.25% | SunAmerica Asset Management, LLC |
| 14 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 60% | 0.16% | SSGA Funds Management, Inc. |
| 15 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 60% | 0.21% | New York Life Investment Management LLC |
| 16 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 60% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Stock Index Fund · VSTIX cheaper diff. adviser | 60% | 0.23% | The Variable Annuity Life Insurance Company |
| 18 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 60% | 0.60% | Pacer Advisors, Inc. |
| 19 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 60% | 0.20% | WisdomTree Asset Management, Inc. |
| 20 | SPDR S&P 500 ETF TRUST | 60% | — | — |
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