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 | VIP Stock Selector Portfolio | 62% | 0.50% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Balanced Fund · FBALX, FBAKX, FBAUX, FBARX, FBAVX, FBAOX, FBAQX cheaper | 62% | 0.39% | Fidelity Management & Research Company LLC |
| 3 | Fidelity U.S. Equity Central Fund | 61% | — | Fidelity Management & Research Company LLC |
| 4 | Fidelity Balanced K6 Fund · FBKFX cheaper | 61% | 0.32% | Fidelity Management & Research Company LLC |
| 5 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 59% | 0.62% | Equitable Investment Management Group, LLC |
| 6 | Fidelity SAI Sustainable Sector Fund · FIDJX | 54% | 0.44% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Series All-Sector Equity Fund · FSAEX cheaper | 51% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 49% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 49% | 0.32% | — |
| 10 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 49% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 48% | 0.18% | Nationwide Fund Advisors |
| 12 | Reverb ETF · VOXP cheaper diff. adviser | 48% | 0.30% | Distribution Cognizant LLC |
| 13 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 48% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | SA Large Cap Index Portfolio cheaper diff. adviser | 48% | 0.25% | SunAmerica Asset Management, LLC |
| 15 | VIP Total Market Index Portfolio cheaper | 48% | 0.11% | Fidelity Management & Research Company LLC |
| 16 | SPDR S&P 500 ETF TRUST | 48% | — | — |
| 17 | Index 500 Stock Portfolio cheaper diff. adviser | 48% | 0.19% | Mason Street Advisors, LLC |
| 18 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 48% | 0.14% | MML Investment Advisers, LLC |
| 19 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 48% | 0.60% | Pacer Advisors, Inc. |
| 20 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 48% | — | DWS Investment Management Americas, Inc. |
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