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 | State Street U.S. Core Equity Fund · SSAQX cheaper | 99% | 0.13% | SSGA Funds Management, Inc. |
| 2 | State Street U.S. Equity V.I.S. Fund · SSUSX | 98% | 0.85% | SSGA Funds Management, Inc. |
| 3 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX | 96% | 0.38% | SSGA Funds Management, Inc. |
| 4 | ELFUN TRUSTS · ELFNX cheaper | 71% | 0.17% | SSGA Funds Management, Inc. |
| 5 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 64% | 0.20% | BlackRock Fund Advisors |
| 6 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 64% | 0.15% | BlackRock Fund Advisors |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 64% | 0.05% | The Vanguard Group, Inc. |
| 8 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 64% | 0.36% | Voya Investments, LLC |
| 9 | SGI Enhanced Market Leaders ETF · LDRX | 63% | 0.59% | — |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 63% | — | — |
| 11 | Optimized Equity Income ETF · OEI | 62% | 0.75% | — |
| 12 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 61% | 0.20% | Invesco Capital Management LLC |
| 13 | State Street Premier Growth Equity V.I.S. Fund · SPGSX | 60% | 0.86% | SSGA Funds Management, Inc. |
| 14 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 59% | 0.75% | Exchange Traded Concepts, LLC |
| 15 | Strive 1000 Growth ETF · STXG cheaper diff. adviser | 59% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 59% | — | Boston Management and Research |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 59% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 59% | 0.48% | DWS Investment Management Americas, Inc. |
| 19 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 59% | 0.90% | Calamos Advisors LLC |
| 20 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 59% | 0.01% | Fidelity Management & Research Company LLC |
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