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 | Overlay A Portfolio · SAOOX, SAOTX | 78% | 1.09% | AllianceBernstein L.P. |
| 2 | AB Tax-Managed Wealth Appreciation Strategy · ATWAX, ATWCX, ATWYX cheaper | 74% | 0.73% | AllianceBernstein L.P. |
| 3 | AB Wealth Appreciation Strategy · AWAAX, AWACX, AWAYX cheaper | 72% | 0.75% | AllianceBernstein L.P. |
| 4 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 46% | 0.39% | AllianceBernstein L.P. |
| 5 | AB US Equity ETF · XCHG cheaper | 40% | 0.50% | — |
| 6 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 37% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 7 | Schwab 1000 Index ETF · SCHK cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 37% | 0.33% | Wilshire Advisors LLC |
| 9 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 10 | EQ/Common Stock Index Portfolio cheaper diff. adviser | 37% | 0.42% | Equitable Investment Management Group, LLC |
| 11 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 37% | 0.31% | Jackson National Asset Management, LLC |
| 12 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 37% | 0.05% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 37% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Wilmington Large-Cap Strategy Fund · WMLIX cheaper diff. adviser | 37% | 0.25% | Wilmington Funds Management Corporation |
| 15 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper diff. adviser | 37% | 0.00% | Morgan Stanley Investment Management Inc. |
| 16 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 37% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 37% | 0.03% | BlackRock Fund Advisors |
| 18 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 37% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 19 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 37% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 37% | 0.03% | SSGA Funds Management, Inc. |
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