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 | JNL/Mellon U.S. Stock Market Index Fund diff. adviser | 96% | 0.31% | Jackson National Asset Management, LLC |
| 2 | Schwab U.S. Broad Market ETF · SCHB diff. adviser | 95% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | EQ/Common Stock Index Portfolio diff. adviser | 95% | 0.42% | Equitable Investment Management Group, LLC |
| 4 | Schwab 1000 Index ETF · SCHK diff. adviser | 95% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | iShares Core S&P Total U.S. Stock Market ETF · ITOT diff. adviser | 94% | 0.03% | BlackRock Fund Advisors |
| 6 | FT Wilshire 5000 Index Fund · WFIVX, WINDX diff. adviser | 94% | 0.33% | Wilshire Advisors LLC |
| 7 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 94% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | iShares Russell 3000 ETF · IWV diff. adviser | 94% | 0.20% | BlackRock Fund Advisors |
| 9 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 94% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Schwab U.S. Large-Cap ETF · SCHX diff. adviser | 94% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA diff. adviser | 94% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 12 | VIP Total Market Index Portfolio diff. adviser | 93% | 0.11% | Fidelity Management & Research Company LLC |
| 13 | Schwab Total Stock Market Index Fund · SWTSX diff. adviser | 93% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity ZERO Total Market Index Fund · FZROX cheaper diff. adviser | 93% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | iShares Russell 1000 ETF · IWB diff. adviser | 93% | 0.15% | BlackRock Fund Advisors |
| 16 | Schwab 1000 Index Fund · SNXFX diff. adviser | 93% | 0.05% | Charles Schwab Investment Management, Inc. |
| 17 | Venerable Large Cap Index Fund · VVLIX, VVLVX diff. adviser | 92% | 0.28% | Venerable Investment Advisers, LLC |
| 18 | SFT Index 500 Fund diff. adviser | 92% | 0.18% | Securian Asset Management, Inc. |
| 19 | LVIP SSGA S&P 500 Index Fund diff. adviser | 92% | 0.23% | Lincoln Financial Investments Corporation |
| 20 | State Street Equity 500 Index II Portfolio · SSEYX cheaper | 92% | 0.02% | SSGA Funds Management, Inc. |
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