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 | NAA LARGE CORE SERIES cheaper | 100% | 0.94% | New Age Alpha Advisors, LLC |
| 2 | NAA ALLOCATION FUND | 78% | 1.07% | New Age Alpha Advisors, LLC |
| 3 | Optimized Equity Income ETF · OEI cheaper | 60% | 0.75% | — |
| 4 | LargeCap S&P 500 Index Account cheaper diff. adviser | 58% | 0.20% | Principal Global Investors, LLC |
| 5 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT cheaper diff. adviser | 58% | 0.75% | Exchange Traded Concepts, LLC |
| 6 | FT Vest Total Return Income Fund: Series A2 | 58% | — | — |
| 7 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 58% | 0.25% | CYBER HORNET ETFs, LLC |
| 8 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 58% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 9 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 58% | 0.23% | Thrivent Financial for Lutherans |
| 10 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 58% | 0.29% | Invesco Capital Management LLC |
| 11 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 58% | 0.43% | Victory Capital Management Inc. |
| 12 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 57% | 0.02% | The Vanguard Group, Inc. |
| 13 | AZL S&P 500 Index Fund cheaper diff. adviser | 57% | 0.23% | Allianz Investment Management LLC |
| 14 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 57% | 0.14% | The Vanguard Group, Inc. |
| 15 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 57% | 0.01% | The Vanguard Group, Inc. |
| 16 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 57% | — | TIAA-CREF Investment Management, LLC |
| 17 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 57% | 0.32% | — |
| 18 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 57% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | JNL S&P 500 Index Fund cheaper diff. adviser | 57% | 0.09% | Jackson National Asset Management, LLC |
| 20 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 57% | 0.14% | Empower Capital Management, LLC |
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