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 · RSEAX, RSECX, RSESX, RESRX, RUSTX, RUSPX cheaper | 70% | 0.65% | Russell Investment Management, LLC |
| 2 | U.S. Strategic Equity Fund · RIFAX | 69% | 0.90% | Russell Investment Management, LLC |
| 3 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 69% | 0.18% | Nationwide Fund Advisors |
| 4 | SA Large Cap Index Portfolio cheaper diff. adviser | 69% | 0.25% | SunAmerica Asset Management, LLC |
| 5 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 69% | 0.02% | Charles Schwab Investment Management, Inc. |
| 6 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper diff. adviser | 69% | 0.60% | Pacer Advisors, Inc. |
| 7 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 68% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 68% | 0.01% | Fidelity Management & Research Company LLC |
| 9 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 68% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 10 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 68% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 11 | Penn Series Index 500 Fund cheaper diff. adviser | 68% | 0.34% | Penn Mutual Asset Management, LLC |
| 12 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 68% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 13 | SPDR S&P 500 ETF TRUST | 68% | — | — |
| 14 | Index 500 Stock Portfolio cheaper diff. adviser | 68% | 0.19% | Mason Street Advisors, LLC |
| 15 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 68% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 16 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 68% | 0.14% | MML Investment Advisers, LLC |
| 17 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 68% | — | DWS Investment Management Americas, Inc. |
| 18 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 68% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 68% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 68% | 0.29% | Equitable Investment Management Group, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.