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 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX diff. adviser | 76% | 0.18% | Nationwide Fund Advisors |
| 2 | SA Large Cap Index Portfolio diff. adviser | 76% | 0.25% | SunAmerica Asset Management, LLC |
| 3 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 76% | 0.60% | Pacer Advisors, Inc. |
| 4 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper | 75% | 0.03% | SSGA Funds Management, Inc. |
| 5 | Invesco S&P 500 BuyWrite ETF · PBP diff. adviser | 75% | 0.29% | Invesco Capital Management LLC |
| 6 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 74% | 0.02% | Charles Schwab Investment Management, Inc. |
| 7 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 74% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 74% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 9 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper | 74% | 0.02% | SSGA Funds Management, Inc. |
| 10 | Index 500 Stock Portfolio diff. adviser | 74% | 0.19% | Mason Street Advisors, LLC |
| 11 | SPDR S&P 500 ETF TRUST | 74% | — | — |
| 12 | EQ/Equity 500 Index Portfolio diff. adviser | 74% | 0.29% | Equitable Investment Management Group, LLC |
| 13 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 74% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 14 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX diff. adviser | 74% | 0.14% | MML Investment Advisers, LLC |
| 15 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 74% | — | DWS Investment Management Americas, Inc. |
| 16 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 74% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 17 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 74% | 0.03% | Charles Schwab Investment Management, Inc. |
| 18 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 74% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Penn Series Index 500 Fund diff. adviser | 74% | 0.34% | Penn Mutual Asset Management, LLC |
| 20 | State Street S&P 500 Index Fund · SVSPX | 74% | 0.16% | SSGA Funds Management, Inc. |
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