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 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX diff. adviser | 96% | 0.19% | Invesco Advisers, Inc. |
| 2 | S&P 500 Index Fund · SPFIX, SPXKX diff. adviser | 94% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
| 3 | CYBER HORNET S&P 500 · INDEX diff. adviser | 94% | 0.25% | CYBER HORNET ETFs, LLC |
| 4 | AVIP S&P 500 Index Portfolio diff. adviser | 94% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 5 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 94% | 0.23% | Thrivent Financial for Lutherans |
| 6 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 94% | 0.43% | Victory Capital Management Inc. |
| 7 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 94% | 0.02% | The Vanguard Group, Inc. |
| 8 | EQUITY INDEX PORTFOLIO diff. adviser | 94% | 0.14% | The Vanguard Group, Inc. |
| 9 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 94% | 0.01% | The Vanguard Group, Inc. |
| 10 | AZL S&P 500 Index Fund diff. adviser | 94% | 0.23% | Allianz Investment Management LLC |
| 11 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 94% | — | TIAA-CREF Investment Management, LLC |
| 12 | LargeCap S&P 500 Index Account diff. adviser | 94% | 0.20% | Principal Global Investors, LLC |
| 13 | Empower S&P 500 Index Fund · MXVIX, MXKWX diff. adviser | 94% | 0.14% | Empower Capital Management, LLC |
| 14 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 94% | 0.03% | The Vanguard Group, Inc. |
| 15 | Victory 500 Index Fund · USSPX, USPRX diff. adviser | 94% | 0.15% | Victory Capital Management Inc. |
| 16 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 94% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | U.S. Sector Rotation Fund | 93% | 0.66% | — |
| 18 | 500 Index Trust · JAGMX, JFIVX, JAGKX diff. adviser | 93% | 0.25% | John Hancock Variable Trust Advisers LLC |
| 19 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE diff. adviser | 93% | 0.05% | The Vanguard Group, Inc. |
| 20 | Stock Index Fund · NOSIX diff. adviser | 93% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
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