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 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper | 42% | 0.34% | T. Rowe Price Associates, Inc. |
| 3 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper | 41% | 0.66% | T. Rowe Price Associates, Inc. |
| 4 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX cheaper | 41% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | EQ/Fidelity Institutional AM Large Cap Portfolio cheaper diff. adviser | 38% | 0.62% | Equitable Investment Management Group, LLC |
| 6 | Old Westbury Large Cap Strategies Fund · OWLSX diff. adviser | 38% | 1.10% | Bessemer Investment Management LLC |
| 7 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 38% | 0.15% | BlackRock Fund Advisors |
| 8 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 38% | 0.32% | BlackRock Fund Advisors |
| 9 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 38% | 0.18% | Nationwide Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 38% | 0.36% | Voya Investments, LLC |
| 11 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 38% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 38% | 0.00% | Morgan Stanley Investment Management Inc. |
| 13 | SA Large Cap Index Portfolio cheaper diff. adviser | 38% | 0.25% | SunAmerica Asset Management, LLC |
| 14 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 15 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper diff. adviser | 38% | 0.60% | Pacer Advisors, Inc. |
| 16 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 38% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 17 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 18 | T. Rowe Price All-Cap Opportunities Portfolio · QAOSWX | 38% | 0.80% | T. Rowe Price Associates, Inc. |
| 19 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 38% | 0.15% | BlackRock Fund Advisors |
| 20 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 38% | 0.05% | TCW Investment Management Company LLC |
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