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 | State Farm Growth Fund · STFGX cheaper | 67% | 0.12% | State Farm Investment Management Corp. |
| 2 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 39% | 0.09% | PROSHARE ADVISORS LLC |
| 3 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 39% | 0.32% | — |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 5 | VistaShares Target 15 S&P 100 Distribution ETF | 39% | — | — |
| 6 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 39% | 0.05% | WisdomTree Digital Management, Inc. |
| 7 | Alpha Architect US Equity ETF · AAUS | 39% | 0.15% | — |
| 8 | RACWI US ETF · RAUS cheaper | 39% | 0.00% | — |
| 9 | Stock Index Fund · NOSIX cheaper diff. adviser | 39% | 0.05% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | iShares S&P 100 ETF · OEF diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 11 | Alpha Architect US Equity 2 ETF · AAEQ | 38% | 0.15% | — |
| 12 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 38% | 0.03% | The Vanguard Group, Inc. |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 38% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | iShares Russell Top 200 ETF · IWL diff. adviser | 38% | 0.15% | BlackRock Fund Advisors |
| 15 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE diff. adviser | 38% | 0.20% | WisdomTree Asset Management, Inc. |
| 16 | CYBER HORNET S&P 500 · INDEX diff. adviser | 38% | 0.25% | CYBER HORNET ETFs, LLC |
| 17 | Persimmon Long/Short Fund · LSEIX diff. adviser | 38% | 1.99% | Dakota Wealth, LLC. |
| 18 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 38% | 0.43% | Victory Capital Management Inc. |
| 19 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 38% | 0.36% | Voya Investments, LLC |
| 20 | AVIP S&P 500 Index Portfolio diff. adviser | 38% | 0.38% | CONSTELLATION INVESTMENTS INC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.