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 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper | 59% | 0.20% | SSGA Funds Management, Inc. |
| 2 | Schwab S&P 500 Index Fund · SWPPX cheaper | 59% | 0.02% | Charles Schwab Investment Management, Inc. |
| 3 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 59% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper | 59% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 5 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper | 59% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 6 | BNY Mellon S&P 500 Index Fund · PEOPX | 59% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 7 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper | 59% | 0.09% | PROSHARE ADVISORS LLC |
| 8 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper | 59% | 0.00% | Franklin Advisers, Inc. |
| 9 | Azoria 500 Meritocracy ETF · SPXM | 59% | 0.47% | — |
| 10 | Penn Series Index 500 Fund | 59% | 0.34% | Penn Mutual Asset Management, LLC |
| 11 | iShares Russell Top 200 ETF · IWL cheaper | 59% | 0.15% | BlackRock Fund Advisors |
| 12 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper | 59% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper | 59% | 0.21% | New York Life Investment Management LLC |
| 14 | Index 500 Stock Portfolio cheaper | 59% | 0.19% | Mason Street Advisors, LLC |
| 15 | State Street S&P 500 Index Fund · SVSPX cheaper | 59% | 0.16% | SSGA Funds Management, Inc. |
| 16 | SPDR S&P 500 ETF TRUST | 59% | — | — |
| 17 | Fidelity 500 Index Fund · FXAIX cheaper | 58% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper | 58% | 0.14% | MML Investment Advisers, LLC |
| 19 | Deutsche DWS Equity 500 Index Portfolio | 58% | — | DWS Investment Management Americas, Inc. |
| 20 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX | 58% | 0.36% | Voya Investments, LLC |
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