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 | AVIP S&P 500 Index Portfolio diff. adviser | 98% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 2 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 98% | 0.23% | Thrivent Financial for Lutherans |
| 3 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 98% | 0.43% | Victory Capital Management Inc. |
| 4 | CYBER HORNET S&P 500 · INDEX diff. adviser | 98% | 0.25% | CYBER HORNET ETFs, LLC |
| 5 | LargeCap S&P 500 Index Account cheaper diff. adviser | 98% | 0.20% | Principal Global Investors, LLC |
| 6 | AZL S&P 500 Index Fund cheaper diff. adviser | 98% | 0.23% | Allianz Investment Management LLC |
| 7 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 98% | 0.14% | Empower Capital Management, LLC |
| 8 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 98% | 0.14% | The Vanguard Group, Inc. |
| 9 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 98% | — | TIAA-CREF Investment Management, LLC |
| 10 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 98% | 0.01% | The Vanguard Group, Inc. |
| 11 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 98% | 0.02% | The Vanguard Group, Inc. |
| 12 | U.S. Sector Rotation Fund | 96% | 0.66% | — |
| 13 | EQ/Equity 500 Index Portfolio diff. adviser | 96% | 0.29% | Equitable Investment Management Group, LLC |
| 14 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 96% | — | DWS Investment Management Americas, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 96% | 0.02% | SSGA Funds Management, Inc. |
| 16 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 96% | 0.03% | BlackRock Fund Advisors |
| 17 | SPDR S&P 500 ETF TRUST | 96% | — | — |
| 18 | JPMorgan Equity Index Fund · HLEIX, OGEAX, OEICX, OGFAX cheaper diff. adviser | 96% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 19 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q cheaper diff. adviser | 96% | 0.09% | Fidelity Management & Research Company LLC |
| 20 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 96% | 0.00% | T. Rowe Price Associates, Inc. |
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