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 Balanced Fund · STFBX | 67% | 0.14% | State Farm Investment Management Corp. |
| 2 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 50% | 0.32% | — |
| 3 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 50% | 0.05% | WisdomTree Digital Management, Inc. |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 5 | iShares S&P 100 ETF · OEF diff. adviser | 49% | 0.20% | BlackRock Fund Advisors |
| 6 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE diff. adviser | 49% | 0.20% | WisdomTree Asset Management, Inc. |
| 7 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 49% | 0.09% | PROSHARE ADVISORS LLC |
| 8 | RACWI US ETF · RAUS cheaper | 49% | 0.00% | — |
| 9 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 49% | 0.03% | The Vanguard Group, Inc. |
| 10 | CYBER HORNET S&P 500 · INDEX diff. adviser | 49% | 0.25% | CYBER HORNET ETFs, LLC |
| 11 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 49% | 0.43% | Victory Capital Management Inc. |
| 12 | AVIP S&P 500 Index Portfolio diff. adviser | 49% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 49% | 0.02% | The Vanguard Group, Inc. |
| 14 | SGI Enhanced Market Leaders ETF · LDRX | 49% | 0.59% | — |
| 15 | THRIVENT LARGE CAP INDEX PORTFOLIO diff. adviser | 49% | 0.23% | Thrivent Financial for Lutherans |
| 16 | EQUITY INDEX PORTFOLIO diff. adviser | 49% | 0.14% | The Vanguard Group, Inc. |
| 17 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 49% | 0.01% | The Vanguard Group, Inc. |
| 18 | Alpha Architect US Equity ETF · AAUS | 49% | 0.15% | — |
| 19 | AZL S&P 500 Index Fund diff. adviser | 49% | 0.23% | Allianz Investment Management LLC |
| 20 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 49% | — | TIAA-CREF Investment Management, LLC |
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