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 | SIMT S&P 500 Index Fund · SSPIX, TRQIX, SPIIX, SETYX | 97% | 0.54% | — |
| 2 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 94% | 0.02% | Global X Management Company LLC |
| 3 | Global X Adaptive U.S. Risk Management ETF · ONOF diff. adviser | 94% | 0.39% | Global X Management Company LLC |
| 4 | Global X S&P 500 Covered Call & Growth ETF · XYLG diff. adviser | 92% | 0.35% | Global X Management Company LLC |
| 5 | Global X S&P 500 Covered Call ETF · XYLD diff. adviser | 92% | 0.60% | Global X Management Company LLC |
| 6 | Global X S&P 500 Collar 95-110 ETF · XCLR diff. adviser | 92% | 0.25% | Global X Management Company LLC |
| 7 | Global X S&P 500 Risk Managed Income ETF · XRMI diff. adviser | 92% | 0.60% | Global X Management Company LLC |
| 8 | Global X S&P 500 Tail Risk ETF · XTR diff. adviser | 92% | 0.25% | Global X Management Company LLC |
| 9 | SIMT LARGE CAP INDEX FUND · SLGFX | 92% | 0.64% | — |
| 10 | SIIT LARGE CAP INDEX FUND · LCIAX | 92% | 0.13% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Global X S&P 500 Christian Values ETF · CHRI diff. adviser | 88% | 0.29% | Global X Management Company LLC |
| 12 | Catholic Responsible Investments Equity Index Fund · CRQSX cheaper diff. adviser | 84% | 0.09% | Christian Brothers Investment Services, Inc. |
| 13 | Global X S&P 500 Catholic Values ETF · CATH diff. adviser | 83% | 0.29% | Global X Management Company LLC |
| 14 | Knights of Columbus U.S. ALL CAP INDEX FUND · KCXIX, KCXVX, KCXSX diff. adviser | 82% | 0.25% | Knights of Columbus Asset Advisors LLC |
| 15 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX diff. adviser | 78% | 0.19% | Invesco Advisers, Inc. |
| 16 | S&P 500 Index Fund · SPFIX, SPXKX diff. adviser | 78% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
| 17 | CYBER HORNET S&P 500 · INDEX diff. adviser | 78% | 0.25% | CYBER HORNET ETFs, LLC |
| 18 | AVIP S&P 500 Index Portfolio diff. adviser | 78% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 19 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 78% | 0.23% | Thrivent Financial for Lutherans |
| 20 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 77% | 0.02% | The Vanguard Group, Inc. |
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