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 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 67% | 0.12% | SSGA Funds Management, Inc. |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 66% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 66% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Invesco RAFI US 1000 ETF · PRF cheaper | 65% | 0.34% | Invesco Capital Management LLC |
| 5 | Invesco RAFI Strategic US ETF · IUS cheaper | 64% | 0.19% | Invesco Capital Management LLC |
| 6 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 64% | 0.25% | Charles Schwab Investment Management, Inc. |
| 7 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 59% | 0.09% | — |
| 8 | PROFUND VP LARGE CAP VALUE diff. adviser | 59% | 1.68% | ProFund Advisors LLC |
| 9 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 59% | 0.18% | — |
| 10 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 59% | 1.78% | ProFund Advisors LLC |
| 11 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 12 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 58% | 0.29% | John Hancock Investment Management LLC |
| 13 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 57% | 0.25% | CYBER HORNET ETFs, LLC |
| 14 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX cheaper diff. adviser | 57% | 0.19% | Invesco Advisers, Inc. |
| 15 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 57% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 16 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 57% | 0.23% | Thrivent Financial for Lutherans |
| 17 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 57% | 0.43% | Victory Capital Management Inc. |
| 18 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 57% | 0.02% | The Vanguard Group, Inc. |
| 19 | AZL S&P 500 Index Fund cheaper diff. adviser | 57% | 0.23% | Allianz Investment Management LLC |
| 20 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 57% | 0.14% | The Vanguard Group, Inc. |
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