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 | U.S. Strategic Equity Fund · RIFAX | 92% | 0.90% | Russell Investment Management, LLC |
| 2 | Tax-Managed U.S. Large Cap Fund · RETSX, RTLCX, RTLAX, RTMTX | 70% | 0.80% | Russell Investment Management, LLC |
| 3 | Venerable US Large Cap Core Equity Fund · VVEVX, VVEIX diff. adviser | 69% | 0.75% | Venerable Investment Advisers, LLC |
| 4 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper | 67% | 0.44% | Russell Investment Management, LLC |
| 5 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 65% | 0.18% | Nationwide Fund Advisors |
| 6 | SA Large Cap Index Portfolio cheaper diff. adviser | 65% | 0.25% | SunAmerica Asset Management, LLC |
| 7 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 65% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 8 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 65% | 0.00% | Morgan Stanley Investment Management Inc. |
| 9 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper diff. adviser | 65% | 0.60% | Pacer Advisors, Inc. |
| 10 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 65% | 0.02% | Charles Schwab Investment Management, Inc. |
| 11 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 65% | 0.01% | Fidelity Management & Research Company LLC |
| 12 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 65% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 13 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 65% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 14 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 65% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 15 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 65% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 16 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 65% | 0.16% | SSGA Funds Management, Inc. |
| 17 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 64% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 64% | 0.03% | BlackRock Fund Advisors |
| 19 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 64% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | Federated Hermes Max-Cap Index Fund · MXCCX, FMXKX, FISPX, FMXSX cheaper diff. adviser | 64% | 0.37% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
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