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 | HARTFORD CAPITAL APPRECIATION HLS FUND · HIACX, HIBCX, HCPCX cheaper | 64% | 0.67% | Hartford Funds Management Company, LLC |
| 2 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 52% | 0.15% | BlackRock Fund Advisors |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 52% | — | — |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 52% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 6 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 51% | 0.59% | — |
| 7 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 51% | 0.05% | WisdomTree Digital Management, Inc. |
| 8 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper diff. adviser | 51% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 51% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 10 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 51% | 0.32% | — |
| 11 | VIP Hedged Equity Portfolio · FVHKV, FVHJV, FVHLV, FVHMV cheaper diff. adviser | 51% | 0.52% | Fidelity Diversifying Solutions LLC |
| 12 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 51% | 0.09% | PROSHARE ADVISORS LLC |
| 13 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 51% | 0.20% | BlackRock Fund Advisors |
| 15 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 51% | 0.00% | Morgan Stanley Investment Management Inc. |
| 16 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 50% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 50% | 0.25% | SSGA Funds Management, Inc. |
| 18 | Reverb ETF · VOXP cheaper diff. adviser | 50% | 0.30% | Distribution Cognizant LLC |
| 19 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 50% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | Eaton Vance Tax-Managed Buy-Write Income Fund | 50% | — | — |
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