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 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 97% | 0.09% | PROSHARE ADVISORS LLC |
| 2 | Index 500 Stock Portfolio cheaper diff. adviser | 97% | 0.19% | Mason Street Advisors, LLC |
| 3 | SPDR S&P 500 ETF TRUST | 97% | — | — |
| 4 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper | 97% | 0.02% | SSGA Funds Management, Inc. |
| 5 | EQ/Equity 500 Index Portfolio diff. adviser | 97% | 0.29% | Equitable Investment Management Group, LLC |
| 6 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 97% | — | DWS Investment Management Americas, Inc. |
| 7 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 97% | 0.14% | MML Investment Advisers, LLC |
| 8 | Penn Series Index 500 Fund diff. adviser | 97% | 0.34% | Penn Mutual Asset Management, LLC |
| 9 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 96% | 0.00% | T. Rowe Price Associates, Inc. |
| 10 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 96% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 96% | 0.03% | BlackRock Fund Advisors |
| 12 | LVIP SSGA S&P 500 Index Fund diff. adviser | 96% | 0.23% | Lincoln Financial Investments Corporation |
| 13 | Transamerica S&P 500 Index VP cheaper diff. adviser | 96% | 0.12% | Transamerica Asset Management, Inc. |
| 14 | NVIT S&P 500 Index Fund cheaper diff. adviser | 96% | 0.16% | Nationwide Fund Advisors |
| 15 | JPMorgan Equity Index Fund · HLEIX, OGEAX, OEICX, OGFAX cheaper diff. adviser | 96% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 16 | Equity Index Portfolio cheaper diff. adviser | 96% | 0.08% | Pacific Life Fund Advisors LLC |
| 17 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q cheaper diff. adviser | 96% | 0.09% | Fidelity Management & Research Company LLC |
| 18 | State Street S&P 500 Index Fund · SVSPX cheaper | 96% | 0.16% | SSGA Funds Management, Inc. |
| 19 | BlackRock S&P 500 Index V.I. Fund cheaper diff. adviser | 96% | 0.14% | BlackRock Advisors, LLC |
| 20 | Stock Index Fund · VSTIX diff. adviser | 96% | 0.23% | The Variable Annuity Life Insurance Company |
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