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 | Invesco RAFI US 1000 ETF · PRF | 75% | 0.34% | Invesco Capital Management LLC |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 73% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 73% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 70% | 0.25% | Charles Schwab Investment Management, Inc. |
| 5 | Invesco S&P 500 Revenue ETF · RWL | 64% | 0.39% | Invesco Capital Management LLC |
| 6 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 63% | 0.12% | SSGA Funds Management, Inc. |
| 7 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 62% | 0.29% | John Hancock Investment Management LLC |
| 8 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 61% | 0.08% | WisdomTree Asset Management, Inc. |
| 9 | Invesco MSCI USA ETF · PBUS cheaper | 60% | 0.04% | Invesco Capital Management LLC |
| 10 | RACWI US ETF · RAUS cheaper | 60% | 0.00% | — |
| 11 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 60% | 0.15% | — |
| 12 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 60% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 60% | 0.32% | — |
| 14 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 15 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX diff. adviser | 59% | 0.19% | Invesco Advisers, Inc. |
| 16 | CYBER HORNET S&P 500 · INDEX diff. adviser | 59% | 0.25% | CYBER HORNET ETFs, LLC |
| 17 | AZL DFA U.S. Core Equity Fund diff. adviser | 59% | 0.78% | Allianz Investment Management LLC |
| 18 | AVIP S&P 500 Index Portfolio diff. adviser | 59% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 19 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 59% | 0.23% | Thrivent Financial for Lutherans |
| 20 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 59% | 0.02% | The Vanguard Group, Inc. |
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