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 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 59% | 0.05% | WisdomTree Digital Management, Inc. |
| 2 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 59% | 0.32% | — |
| 3 | Reverb ETF · VOXP diff. adviser | 59% | 0.30% | Distribution Cognizant LLC |
| 4 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 59% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 59% | 0.00% | Morgan Stanley Investment Management Inc. |
| 6 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 59% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 7 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 59% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 8 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 59% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 9 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 58% | 0.03% | BlackRock Fund Advisors |
| 10 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 58% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 11 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 58% | 0.03% | Franklin Advisory Services, LLC |
| 12 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 58% | 0.02% | Charles Schwab Investment Management, Inc. |
| 13 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 58% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 58% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 15 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 58% | 0.08% | WisdomTree Asset Management, Inc. |
| 16 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 58% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE diff. adviser | 58% | 0.20% | WisdomTree Asset Management, Inc. |
| 18 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 58% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 19 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 58% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 20 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 58% | 0.16% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.