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 | Horizon Defensive Core Fund · HESGX, HESIX, HESAX cheaper | 74% | 0.83% | HORIZON INVESTMENTS LLC. |
| 2 | Horizon Managed Risk ETF · SFTY cheaper | 71% | 0.77% | HORIZON INVESTMENTS LLC. |
| 3 | Horizon Core Equity ETF · STOX cheaper | 71% | 0.70% | HORIZON INVESTMENTS LLC. |
| 4 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 70% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 70% | 0.32% | — |
| 6 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 70% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 7 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT cheaper diff. adviser | 70% | 0.75% | Exchange Traded Concepts, LLC |
| 8 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 69% | 0.01% | Fidelity Management & Research Company LLC |
| 9 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 69% | 0.16% | SSGA Funds Management, Inc. |
| 10 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 69% | 0.18% | Nationwide Fund Advisors |
| 11 | Stock Index Fund · VSTIX cheaper diff. adviser | 69% | 0.23% | The Variable Annuity Life Insurance Company |
| 12 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 69% | 0.20% | SSGA Funds Management, Inc. |
| 13 | NEOS Boosted S&P 500(R) High Income ETF | 69% | — | — |
| 14 | Penn Series Index 500 Fund cheaper diff. adviser | 69% | 0.34% | Penn Mutual Asset Management, LLC |
| 15 | SA Large Cap Index Portfolio cheaper diff. adviser | 69% | 0.25% | SunAmerica Asset Management, LLC |
| 16 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX | 69% | 0.92% | HORIZON INVESTMENTS LLC. |
| 17 | Reverb ETF · VOXP cheaper diff. adviser | 69% | 0.30% | Distribution Cognizant LLC |
| 18 | SPDR S&P 500 ETF TRUST | 69% | — | — |
| 19 | Index 500 Stock Portfolio cheaper diff. adviser | 69% | 0.19% | Mason Street Advisors, LLC |
| 20 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 69% | — | DWS Investment Management Americas, Inc. |
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