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 | THE HARTFORD CAPITAL APPRECIATION FUND · ITHAX, HCACX, HCAYX, ITHIX, ITHRX, ITHSX, ITHTX, ITHVX, HCAFX | 64% | 0.70% | Hartford Funds Management Company, LLC |
| 2 | Large Cap Core Stock Portfolio cheaper diff. adviser | 55% | 0.43% | Mason Street Advisors, LLC |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 53% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 53% | 0.36% | Voya Investments, LLC |
| 5 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 53% | 0.05% | WisdomTree Digital Management, Inc. |
| 6 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 53% | 0.32% | — |
| 7 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 52% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Reverb ETF · VOXP cheaper diff. adviser | 52% | 0.30% | Distribution Cognizant LLC |
| 9 | Fidelity Flex Large Cap Focused Index Fund · FXLCX cheaper | 52% | 0.00% | — |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 11 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 52% | 0.18% | — |
| 12 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 52% | 0.18% | Nationwide Fund Advisors |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 52% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | SA Large Cap Index Portfolio cheaper diff. adviser | 52% | 0.25% | SunAmerica Asset Management, LLC |
| 15 | Large Capital Growth Fund · VLCGX cheaper diff. adviser | 52% | 0.66% | The Variable Annuity Life Insurance Company |
| 16 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper diff. adviser | 52% | 0.60% | Pacer Advisors, Inc. |
| 17 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 18 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 51% | 0.20% | WisdomTree Asset Management, Inc. |
| 19 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper diff. adviser | 51% | 0.34% | T. Rowe Price Associates, Inc. |
| 20 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 51% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
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