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 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX cheaper diff. adviser | 96% | 0.19% | Invesco Advisers, Inc. |
| 2 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 95% | 0.25% | CYBER HORNET ETFs, LLC |
| 3 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 95% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 4 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 95% | 0.23% | Thrivent Financial for Lutherans |
| 5 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 95% | 0.02% | The Vanguard Group, Inc. |
| 6 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 95% | 0.14% | The Vanguard Group, Inc. |
| 7 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 95% | 0.43% | Victory Capital Management Inc. |
| 8 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 95% | 0.01% | The Vanguard Group, Inc. |
| 9 | AZL S&P 500 Index Fund cheaper diff. adviser | 95% | 0.23% | Allianz Investment Management LLC |
| 10 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 95% | — | TIAA-CREF Investment Management, LLC |
| 11 | LargeCap S&P 500 Index Account cheaper diff. adviser | 95% | 0.20% | Principal Global Investors, LLC |
| 12 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 95% | 0.14% | Empower Capital Management, LLC |
| 13 | U.S. Sector Rotation Fund | 95% | 0.66% | — |
| 14 | Invesco MSCI USA ETF · PBUS cheaper diff. adviser | 94% | 0.04% | Invesco Capital Management LLC |
| 15 | 500 Index Trust · JAGMX, JFIVX, JAGKX cheaper diff. adviser | 94% | 0.25% | John Hancock Variable Trust Advisers LLC |
| 16 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 94% | 0.01% | Fidelity Management & Research Company LLC |
| 17 | Stock Index Fund · NOSIX cheaper diff. adviser | 94% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Stock Index Fund · VSTIX cheaper diff. adviser | 94% | 0.23% | The Variable Annuity Life Insurance Company |
| 19 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 94% | 0.16% | SSGA Funds Management, Inc. |
| 20 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 94% | 0.20% | Columbia Management Investment Advisers, LLC |
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