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 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 76% | 0.35% | — |
| 2 | iShares S&P 500 3% Capped ETF · TOPC | 75% | 0.09% | — |
| 3 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 73% | 0.18% | — |
| 4 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 70% | 0.07% | DBX Advisors LLC |
| 5 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 68% | 0.04% | BlackRock Fund Advisors |
| 6 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 68% | 0.03% | Fidelity Management & Research Company LLC |
| 7 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 68% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 68% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | State Street S&P 500 Index Fund · SVSPX diff. adviser | 67% | 0.16% | SSGA Funds Management, Inc. |
| 10 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 67% | 0.01% | Fidelity Management & Research Company LLC |
| 11 | Stock Index Fund · VSTIX diff. adviser | 67% | 0.23% | The Variable Annuity Life Insurance Company |
| 12 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 67% | 0.08% | BlackRock Fund Advisors |
| 13 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 67% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | SPDR S&P 500 ETF TRUST | 67% | — | — |
| 15 | Index 500 Stock Portfolio diff. adviser | 67% | 0.19% | Mason Street Advisors, LLC |
| 16 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX diff. adviser | 67% | 0.14% | MML Investment Advisers, LLC |
| 17 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 67% | — | DWS Investment Management Americas, Inc. |
| 18 | NEOS Boosted S&P 500(R) High Income ETF | 67% | — | — |
| 19 | EQ/Equity 500 Index Portfolio diff. adviser | 67% | 0.29% | Equitable Investment Management Group, LLC |
| 20 | Penn Series Index 500 Fund diff. adviser | 67% | 0.34% | Penn Mutual Asset Management, LLC |
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