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 | Putnam VT George Putnam Balanced Fund | 78% | 0.65% | Putnam Investment Management, LLC |
| 2 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper | 62% | 0.49% | Putnam Investment Management, LLC |
| 3 | Putnam VT Research Fund | 60% | 0.70% | Putnam Investment Management, LLC |
| 4 | Guardian Diversified Research VIP Fund diff. adviser | 58% | 0.95% | Park Avenue Institutional Advisers LLC |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 6 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX diff. adviser | 45% | 0.75% | Venerable Investment Advisers, LLC |
| 7 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 45% | 0.36% | Voya Investments, LLC |
| 8 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 44% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 9 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 44% | 0.05% | WisdomTree Digital Management, Inc. |
| 10 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 44% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 11 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 44% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 44% | 0.32% | — |
| 13 | Putnam Dynamic Asset Allocation Equity Fund diff. adviser | 44% | 0.62% | Franklin Advisers, Inc. |
| 14 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 44% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 15 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 44% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 44% | 0.02% | Charles Schwab Investment Management, Inc. |
| 17 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 44% | 0.03% | Franklin Advisory Services, LLC |
| 18 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 44% | 0.18% | Nationwide Fund Advisors |
| 19 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 44% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 44% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
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