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 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 80% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 2 | Pacer Trendpilot US Large Cap ETF · PTLC diff. adviser | 80% | 0.60% | Pacer Advisors, Inc. |
| 3 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 80% | 0.00% | Morgan Stanley Investment Management Inc. |
| 4 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 80% | 0.03% | BlackRock Fund Advisors |
| 5 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 80% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 79% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 7 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper diff. adviser | 79% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 79% | 0.03% | Franklin Advisory Services, LLC |
| 9 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX diff. adviser | 79% | 0.18% | Nationwide Fund Advisors |
| 10 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 79% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 79% | 0.02% | Charles Schwab Investment Management, Inc. |
| 12 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 79% | 0.01% | Fidelity Management & Research Company LLC |
| 13 | SA Large Cap Index Portfolio diff. adviser | 79% | 0.25% | SunAmerica Asset Management, LLC |
| 14 | U.S. LARGE COMPANY PORTFOLIO · DFUSX diff. adviser | 79% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 15 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 79% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 16 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 79% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 17 | Penn Series Index 500 Fund diff. adviser | 79% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | SPDR S&P 500 ETF TRUST | 79% | — | — |
| 19 | Schwab 1000 Index Fund · SNXFX diff. adviser | 79% | 0.05% | Charles Schwab Investment Management, Inc. |
| 20 | Index 500 Stock Portfolio diff. adviser | 79% | 0.19% | Mason Street Advisors, LLC |
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