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 | Federated Hermes MDT All Cap Core Fund · QAACX, QCACX, QIACX, QKACX cheaper | 54% | 0.74% | — |
| 2 | Federated Hermes MDT Large Cap Core ETF · FLCC cheaper | 49% | 0.29% | Federated Advisory Services Company, Federated MDTA LLC |
| 3 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 37% | 0.72% | — |
| 4 | M Large Cap Growth Fund · MTCGX cheaper | 37% | 0.58% | M Financial Investment Advisers, Inc. |
| 5 | Federated Hermes MDT Large Cap Growth ETF · FLCG cheaper | 36% | 0.39% | Federated Advisory Services Company, Federated MDTA LLC |
| 6 | Federated Hermes Max-Cap Index Fund · MXCCX, FMXKX, FISPX, FMXSX cheaper | 33% | 0.37% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 7 | Allspring Disciplined Large Cap Portfolio | 33% | — | Allspring Funds Management, LLC |
| 8 | Federated Hermes MDT Large Cap Value Fund · FSTRX, QCLVX, QRLVX, FSTLX, FMSTX, FSTKX cheaper | 33% | 0.70% | Federated Advisory Services Company, Federated MDTA LLC |
| 9 | Clearwater Core Equity Fund · QWVPX cheaper | 33% | 0.90% | Clearwater Management Co Inc. |
| 10 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 32% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 11 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 32% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper | 32% | 0.00% | Morgan Stanley Investment Management Inc. |
| 13 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper | 32% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Federated Hermes Global Allocation Fund · FSTBX, FSBCX, FSBKX, SBFIX, FSBLX cheaper | 32% | 0.84% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 15 | Index 500 Stock Portfolio cheaper | 32% | 0.19% | Mason Street Advisors, LLC |
| 16 | State Street S&P 500 Index Fund · SVSPX cheaper | 32% | 0.16% | SSGA Funds Management, Inc. |
| 17 | SPDR S&P 500 ETF TRUST | 32% | — | — |
| 18 | Schwab U.S. Large-Cap ETF · SCHX cheaper | 32% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Fidelity 500 Index Fund · FXAIX cheaper | 32% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper | 32% | 0.03% | Charles Schwab Investment Management, Inc. |
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