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 | 84% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price U.S. Equity Research ETF · TSPA | 81% | 0.34% | T. Rowe Price Associates, Inc. |
| 3 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX | 73% | 0.00% | T. Rowe Price Associates, Inc. |
| 4 | Index 500 Stock Portfolio diff. adviser | 73% | 0.19% | Mason Street Advisors, LLC |
| 5 | SPDR S&P 500 ETF TRUST | 73% | — | — |
| 6 | Penn Series Index 500 Fund diff. adviser | 73% | 0.34% | Penn Mutual Asset Management, LLC |
| 7 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 73% | — | DWS Investment Management Americas, Inc. |
| 8 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX diff. adviser | 73% | 0.14% | MML Investment Advisers, LLC |
| 9 | EQ/Equity 500 Index Portfolio diff. adviser | 73% | 0.29% | Equitable Investment Management Group, LLC |
| 10 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM diff. adviser | 73% | 0.02% | SSGA Funds Management, Inc. |
| 11 | Schwab S&P 500 Index Portfolio · SWP1Z diff. adviser | 73% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | iShares Core S&P 500 ETF · IVV diff. adviser | 73% | 0.03% | BlackRock Fund Advisors |
| 13 | Transamerica S&P 500 Index VP diff. adviser | 73% | 0.12% | Transamerica Asset Management, Inc. |
| 14 | LVIP SSGA S&P 500 Index Fund diff. adviser | 73% | 0.23% | Lincoln Financial Investments Corporation |
| 15 | JPMorgan Equity Index Fund · HLEIX, OGEAX, OEICX, OGFAX diff. adviser | 73% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 16 | Equity Index Portfolio diff. adviser | 73% | 0.08% | Pacific Life Fund Advisors LLC |
| 17 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q diff. adviser | 73% | 0.09% | Fidelity Management & Research Company LLC |
| 18 | BlackRock S&P 500 Index V.I. Fund diff. adviser | 73% | 0.14% | BlackRock Advisors, LLC |
| 19 | NYLI VP S&P 500 Index Portfolio diff. adviser | 73% | 0.12% | New York Life Investment Management LLC |
| 20 | NVIT S&P 500 Index Fund diff. adviser | 73% | 0.16% | Nationwide Fund Advisors |
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