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 | Wilmington Large-Cap Strategy Fund · WMLIX diff. adviser | 97% | 0.25% | Wilmington Funds Management Corporation |
| 2 | Schwab Total Stock Market Index Fund · SWTSX cheaper | 96% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab 1000 Index ETF · SCHK cheaper | 96% | 0.03% | Charles Schwab Investment Management, Inc. |
| 4 | Fidelity ZERO Total Market Index Fund · FZROX cheaper diff. adviser | 95% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | iShares Dow Jones U.S. ETF · IYY diff. adviser | 95% | 0.20% | BlackRock Fund Advisors |
| 6 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA diff. adviser | 95% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 7 | Schwab U.S. Large-Cap ETF · SCHX cheaper | 95% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper diff. adviser | 94% | 0.00% | Morgan Stanley Investment Management Inc. |
| 9 | JNL/Mellon U.S. Stock Market Index Fund diff. adviser | 94% | 0.31% | Jackson National Asset Management, LLC |
| 10 | Schwab U.S. Broad Market ETF · SCHB cheaper | 94% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 94% | 0.03% | BlackRock Fund Advisors |
| 12 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 93% | 0.01% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 93% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | EQ/Common Stock Index Portfolio diff. adviser | 93% | 0.42% | Equitable Investment Management Group, LLC |
| 15 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 93% | 0.03% | SSGA Funds Management, Inc. |
| 16 | iShares Total U.S. Stock Market Index Fund cheaper diff. adviser | 93% | 0.02% | BlackRock Advisors, LLC |
| 17 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper diff. adviser | 93% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 92% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 19 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 92% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 92% | 0.03% | BlackRock Fund Advisors |
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