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 Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX | 25% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 2 | JNL/DFA U.S. Core Equity Fund cheaper | 20% | 0.45% | Jackson National Asset Management, LLC |
| 3 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper | 20% | 0.39% | Lincoln Financial Investments Corporation |
| 4 | Schwab U.S. Broad Market ETF · SCHB cheaper | 20% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | Fidelity Total Market Index Fund · FSKAX cheaper | 20% | 0.01% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Series Total Market Index Fund · FCFMX cheaper | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper | 20% | 0.33% | Wilshire Advisors LLC |
| 8 | FlexShares Morningstar US Market Factor Tilt Index Fund · TILT cheaper | 20% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper | 20% | 0.03% | BlackRock Fund Advisors |
| 10 | iShares Russell 3000 ETF · IWV cheaper | 20% | 0.20% | BlackRock Fund Advisors |
| 11 | Schwab Total Stock Market Index Fund · SWTSX cheaper | 20% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper | 20% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 13 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX cheaper | 20% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 14 | AZL DFA U.S. Core Equity Fund | 20% | 0.78% | Allianz Investment Management LLC |
| 15 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper | 20% | 0.49% | Lincoln Financial Investments Corporation |
| 16 | Fidelity ZERO Total Market Index Fund · FZROX cheaper | 20% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | EQ/Common Stock Index Portfolio cheaper | 20% | 0.42% | Equitable Investment Management Group, LLC |
| 18 | VIP Total Market Index Portfolio cheaper | 20% | 0.11% | Fidelity Management & Research Company LLC |
| 19 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper | 20% | 0.00% | Morgan Stanley Investment Management Inc. |
| 20 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper | 20% | 0.01% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.