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 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 69% | 0.02% | Charles Schwab Investment Management, Inc. |
| 2 | Victory 500 Index VIP Series diff. adviser | 69% | 0.28% | Victory Capital Management Inc. |
| 3 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 69% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 69% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 5 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 69% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 6 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 69% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 7 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 69% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 8 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 69% | 0.00% | Morgan Stanley Investment Management Inc. |
| 9 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper | 69% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 10 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 68% | 0.03% | BlackRock Fund Advisors |
| 11 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX diff. adviser | 68% | 0.21% | New York Life Investment Management LLC |
| 12 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper diff. adviser | 68% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Wilmington Large-Cap Strategy Fund · WMLIX diff. adviser | 67% | 0.25% | Wilmington Funds Management Corporation |
| 14 | Victory 500 Index Fund · USSPX, USPRX diff. adviser | 67% | 0.15% | Victory Capital Management Inc. |
| 15 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 67% | 0.05% | Charles Schwab Investment Management, Inc. |
| 16 | Azoria 500 Meritocracy ETF · SPXM | 67% | 0.47% | — |
| 17 | Reverb ETF · VOXP diff. adviser | 67% | 0.30% | Distribution Cognizant LLC |
| 18 | Nuveen S&P 500 Index Fund · TISPX, TRSPX, TISAX, TISWX cheaper diff. adviser | 67% | 0.00% | Teachers Advisors, LLC |
| 19 | LargeCap S&P 500 Index Fund · PLFMX, PLFPX, PLFIX, PSPJX, PLSAX cheaper diff. adviser | 66% | 0.10% | Principal Global Investors, LLC |
| 20 | LargeCap S&P 500 Managed Volatility Index Account diff. adviser | 66% | 0.37% | Principal Global Investors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.