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 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 78% | 0.15% | — |
| 2 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 78% | 0.05% | The Vanguard Group, Inc. |
| 3 | iShares Russell 1000 ETF · IWB cheaper diff. adviser | 78% | 0.15% | BlackRock Fund Advisors |
| 4 | AZL DFA U.S. Core Equity Fund diff. adviser | 77% | 0.78% | Allianz Investment Management LLC |
| 5 | Dimensional US Core Equity Market ETF · DFAU cheaper diff. adviser | 77% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 6 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 77% | 0.02% | The Vanguard Group, Inc. |
| 7 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 77% | 0.01% | The Vanguard Group, Inc. |
| 8 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 77% | 0.05% | The Vanguard Group, Inc. |
| 9 | EQ/Common Stock Index Portfolio diff. adviser | 77% | 0.42% | Equitable Investment Management Group, LLC |
| 10 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 76% | — | Teachers Advisors, LLC |
| 11 | iShares Dow Jones U.S. ETF · IYY cheaper diff. adviser | 76% | 0.20% | BlackRock Fund Advisors |
| 12 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX diff. adviser | 76% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 13 | Dimensional US Core Equity 1 ETF · DCOR cheaper diff. adviser | 76% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 76% | 0.09% | Teachers Advisors, LLC |
| 15 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 76% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 16 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 76% | 0.04% | Invesco Capital Management LLC |
| 17 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 76% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 76% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper diff. adviser | 76% | 0.03% | The Vanguard Group, Inc. |
| 20 | U.S. Large Cap Equity Portfolio cheaper diff. adviser | 76% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
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