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 | Stratified LargeCap Index ETF · SSPY diff. adviser | 61% | 0.45% | Exchange Traded Concepts, LLC |
| 2 | Invesco S&P 500 Revenue ETF · RWL diff. adviser | 56% | 0.39% | Invesco Capital Management LLC |
| 3 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 55% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 55% | 0.18% | — |
| 5 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX diff. adviser | 55% | 0.18% | Invesco Advisers, Inc. |
| 6 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 54% | 0.25% | Charles Schwab Investment Management, Inc. |
| 7 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU diff. adviser | 54% | 0.12% | SSGA Funds Management, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 54% | 0.04% | SSGA Funds Management, Inc. |
| 9 | iShares S&P 500 Value ETF · IVE diff. adviser | 54% | 0.18% | BlackRock Fund Advisors |
| 10 | ProShares Ultra S&P 500 Equal Weight · URSP | 54% | 0.95% | — |
| 11 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 54% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | Invesco S&P 500 Equal Weight ETF · RSP diff. adviser | 54% | 0.20% | Invesco Capital Management LLC |
| 13 | SA Large Cap Value Index Portfolio diff. adviser | 53% | 0.35% | SunAmerica Asset Management, LLC |
| 14 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 53% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 15 | EQ/Large Cap Value Index Portfolio diff. adviser | 53% | 0.49% | Equitable Investment Management Group, LLC |
| 16 | iShares S&P 500 3% Capped ETF · TOPC | 53% | 0.09% | — |
| 17 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 53% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 53% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | PD Large-Cap Value Index Portfolio diff. adviser | 53% | 0.17% | Pacific Life Fund Advisors LLC |
| 20 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 53% | 0.04% | BlackRock Fund Advisors |
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