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 | ProShares S&P 500 Dynamic Buffer ETF · FB | 89% | 0.58% | — |
| 2 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 87% | 0.01% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 87% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 87% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 87% | 0.20% | Columbia Management Investment Advisers, LLC |
| 6 | Stock Index Fund · VSTIX cheaper diff. adviser | 87% | 0.23% | The Variable Annuity Life Insurance Company |
| 7 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 87% | 0.16% | SSGA Funds Management, Inc. |
| 8 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 87% | 0.03% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 87% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | NVIT BNY Mellon Dynamic U.S. Core Fund cheaper diff. adviser | 87% | 0.47% | Nationwide Fund Advisors |
| 11 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 87% | 0.29% | Equitable Investment Management Group, LLC |
| 12 | SPDR S&P 500 ETF TRUST | 87% | — | — |
| 13 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 87% | — | DWS Investment Management Americas, Inc. |
| 14 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 87% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | Index 500 Stock Portfolio cheaper diff. adviser | 87% | 0.19% | Mason Street Advisors, LLC |
| 16 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 87% | 0.02% | SSGA Funds Management, Inc. |
| 17 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 87% | 0.03% | BlackRock Fund Advisors |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 87% | 0.14% | MML Investment Advisers, LLC |
| 19 | JPMorgan Equity Index Fund · HLEIX, OGEAX, OEICX, OGFAX cheaper diff. adviser | 87% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 20 | Transamerica S&P 500 Index VP cheaper diff. adviser | 87% | 0.12% | Transamerica Asset Management, Inc. |
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