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 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND · SMIDX diff. adviser | 29% | 1.59% | SMI Advisory Services, LLC |
| 2 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 23% | 0.18% | — |
| 3 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 23% | 0.09% | — |
| 4 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 23% | 0.29% | John Hancock Investment Management LLC |
| 5 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 22% | 0.03% | Franklin Advisory Services, LLC |
| 6 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 22% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 22% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 8 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 22% | 0.31% | Jackson National Asset Management, LLC |
| 9 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 22% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 22% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 11 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 22% | 0.09% | DBX Advisors LLC |
| 12 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 22% | 0.33% | Wilshire Advisors LLC |
| 13 | SPDR S&P 500 ETF TRUST | 22% | — | — |
| 14 | NEOS Boosted S&P 500(R) High Income ETF | 22% | — | — |
| 15 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 22% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 22% | — | DWS Investment Management Americas, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 22% | 0.02% | SSGA Funds Management, Inc. |
| 18 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 22% | 0.29% | Equitable Investment Management Group, LLC |
| 19 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 22% | 0.14% | MML Investment Advisers, LLC |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 22% | 0.19% | Mason Street Advisors, LLC |
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