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 UltraPro S&P500 · UPRO | 88% | 0.91% | PROSHARE ADVISORS LLC |
| 2 | ProShares S&P 500 High Income ETF · ISPY cheaper | 81% | 0.56% | PROSHARE ADVISORS LLC |
| 3 | PROFUND VP BULL diff. adviser | 74% | 1.68% | ProFund Advisors LLC |
| 4 | PROFUND VP ULTRABULL diff. adviser | 74% | 1.68% | ProFund Advisors LLC |
| 5 | Direxion Daily S&P 500 Bull 2X Shares · SPUU cheaper diff. adviser | 73% | 0.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 73% | 0.21% | New York Life Investment Management LLC |
| 7 | BULL PROFUND · BLPIX, BLPSX diff. adviser | 73% | 1.49% | ProFund Advisors LLC |
| 8 | ProShares S&P 500 Dynamic Buffer ETF · FB cheaper | 72% | 0.58% | — |
| 9 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 72% | 0.92% | HORIZON INVESTMENTS LLC. |
| 10 | Nationwide BNY Mellon Dynamic U.S. Core Fund · NMFAX, GCGRX, GGFRX, MUIGX, NGISX, NWAEX cheaper diff. adviser | 71% | 0.50% | Nationwide Fund Advisors |
| 11 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF · QDPL cheaper diff. adviser | 71% | 0.60% | Pacer Advisors, Inc. |
| 12 | NVIT BNY Mellon Dynamic U.S. Core Fund cheaper diff. adviser | 71% | 0.47% | Nationwide Fund Advisors |
| 13 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 71% | 0.01% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 71% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 71% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 71% | 0.03% | SSGA Funds Management, Inc. |
| 17 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 71% | 0.03% | BlackRock Fund Advisors |
| 18 | Stock Index Fund · VSTIX cheaper diff. adviser | 71% | 0.23% | The Variable Annuity Life Insurance Company |
| 19 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 71% | 0.20% | Columbia Management Investment Advisers, LLC |
| 20 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 71% | 0.16% | SSGA Funds Management, Inc. |
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