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 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 40% | 0.02% | SSGA Funds Management, Inc. |
| 2 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper diff. adviser | 39% | 0.28% | Venerable Investment Advisers, LLC |
| 3 | SFT Index 500 Fund cheaper diff. adviser | 39% | 0.18% | Securian Asset Management, Inc. |
| 4 | State Street S&P 500 Index V.I.S. Fund · SSSPX cheaper diff. adviser | 39% | 0.30% | SSGA Funds Management, Inc. |
| 5 | SA Large Cap Index Portfolio cheaper diff. adviser | 39% | 0.25% | SunAmerica Asset Management, LLC |
| 6 | Stock Index Fund · VSTIX cheaper diff. adviser | 38% | 0.23% | The Variable Annuity Life Insurance Company |
| 7 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 38% | 0.23% | Lincoln Financial Investments Corporation |
| 8 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 38% | 0.03% | SSGA Funds Management, Inc. |
| 9 | MOA EQUITY INDEX FUND cheaper diff. adviser | 38% | 0.14% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 38% | 0.16% | SSGA Funds Management, Inc. |
| 11 | MetLife Stock Index Portfolio cheaper diff. adviser | 38% | 0.26% | Brighthouse Investment Advisers, LLC |
| 12 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 38% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 38% | 0.05% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 38% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 38% | 0.02% | SSGA Funds Management, Inc. |
| 16 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 38% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 38% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 38% | 0.20% | Columbia Management Investment Advisers, LLC |
| 19 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 38% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 38% | 0.02% | Charles Schwab Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.