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 | Dynamic Allocation Fund · FLDGX, DYGIX, DYGAX cheaper | 68% | 1.09% | Meeder Asset Management, Inc. |
| 2 | Muirfield Fund · FLMFX, FLMAX, FLMIX cheaper | 62% | 0.91% | Meeder Asset Management, Inc. |
| 3 | iShares Russell 1000 ETF · IWB cheaper diff. adviser | 58% | 0.15% | BlackRock Fund Advisors |
| 4 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 58% | — | Teachers Advisors, LLC |
| 5 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 57% | 0.09% | Teachers Advisors, LLC |
| 6 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 57% | 0.05% | The Vanguard Group, Inc. |
| 7 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 57% | 0.05% | The Vanguard Group, Inc. |
| 8 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 57% | 0.02% | The Vanguard Group, Inc. |
| 9 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 57% | 0.01% | The Vanguard Group, Inc. |
| 10 | Dimensional U.S. Equity Market ETF · DFUS cheaper diff. adviser | 57% | 0.09% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX cheaper diff. adviser | 57% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 12 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 56% | 0.00% | Teachers Advisors, LLC |
| 13 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 56% | 0.05% | TCW Investment Management Company LLC |
| 14 | iShares Dow Jones U.S. ETF · IYY cheaper diff. adviser | 56% | 0.20% | BlackRock Fund Advisors |
| 15 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 56% | 0.42% | Equitable Investment Management Group, LLC |
| 16 | Balanced Fund · FLDFX, BLNIX, BLNAX cheaper | 56% | 1.13% | Meeder Asset Management, Inc. |
| 17 | Dimensional US Core Equity Market ETF · DFAU cheaper diff. adviser | 56% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 18 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper diff. adviser | 56% | 0.03% | The Vanguard Group, Inc. |
| 19 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 56% | 0.31% | Jackson National Asset Management, LLC |
| 20 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 56% | 0.33% | Wilshire Advisors LLC |
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