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 | HCM Defender 100 Index ETF · QQH cheaper | 81% | 0.98% | Howard Capital Management, Inc. |
| 2 | Ocean Park International ETF diff. adviser | 60% | 1.03% | Ocean Park Asset Management, LLC |
| 3 | Ocean Park Diversified Income ETF diff. adviser | 45% | 1.03% | Ocean Park Asset Management, LLC |
| 4 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 40% | 0.02% | The Vanguard Group, Inc. |
| 5 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 40% | 0.01% | The Vanguard Group, Inc. |
| 6 | iShares Dow Jones U.S. ETF · IYY cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 7 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 40% | 0.04% | Invesco Capital Management LLC |
| 8 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 40% | — | Teachers Advisors, LLC |
| 9 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 40% | 0.09% | Teachers Advisors, LLC |
| 10 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 40% | 0.00% | Teachers Advisors, LLC |
| 11 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 40% | 0.05% | The Vanguard Group, Inc. |
| 12 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 40% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 13 | iShares Russell 1000 ETF · IWB cheaper diff. adviser | 40% | 0.15% | BlackRock Fund Advisors |
| 14 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 40% | 0.05% | The Vanguard Group, Inc. |
| 15 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 40% | 0.39% | Allianz Investment Management LLC |
| 16 | VANGUARD BALANCED INDEX FUND · VBINX, VBIAX, VBAIX cheaper diff. adviser | 40% | 0.04% | The Vanguard Group, Inc. |
| 17 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper diff. adviser | 40% | 0.06% | The Vanguard Group, Inc. |
| 18 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 40% | 0.05% | TCW Investment Management Company LLC |
| 19 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 40% | 0.15% | Victory Capital Management Inc. |
| 20 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 40% | 0.03% | The Vanguard Group, Inc. |
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