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 | 92% | 0.65% | Russell Investment Management, LLC |
| 2 | Venerable US Large Cap Core Equity Fund · VVEVX, VVEIX cheaper diff. adviser | 70% | 0.75% | Venerable Investment Advisers, LLC |
| 3 | Tax-Managed U.S. Large Cap Fund · RETSX, RTLCX, RTLAX, RTMTX cheaper | 69% | 0.80% | Russell Investment Management, LLC |
| 4 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper | 65% | 0.44% | Russell Investment Management, LLC |
| 5 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 64% | 0.00% | Morgan Stanley Investment Management Inc. |
| 6 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 64% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 64% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 8 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 64% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 64% | 0.16% | SSGA Funds Management, Inc. |
| 10 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 64% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | Stock Index Fund · VSTIX cheaper diff. adviser | 64% | 0.23% | The Variable Annuity Life Insurance Company |
| 12 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 64% | 0.02% | Charles Schwab Investment Management, Inc. |
| 13 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 64% | 0.03% | Franklin Advisory Services, LLC |
| 14 | Index 500 Stock Portfolio cheaper diff. adviser | 64% | 0.19% | Mason Street Advisors, LLC |
| 15 | SPDR S&P 500 ETF TRUST | 64% | — | — |
| 16 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 64% | — | DWS Investment Management Americas, Inc. |
| 17 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 64% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 64% | 0.29% | Equitable Investment Management Group, LLC |
| 19 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 64% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 64% | 0.02% | SSGA Funds Management, Inc. |
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