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 Street U.S. Equity V.I.S. Fund · SSUSX | 98% | 0.85% | SSGA Funds Management, Inc. |
| 2 | State Street U.S. Core Equity Fund · SSAQX cheaper | 97% | 0.13% | SSGA Funds Management, Inc. |
| 3 | State Street(R) US Equity Premium Income ETF · SPIN cheaper | 96% | 0.25% | SSGA Funds Management, Inc. |
| 4 | ELFUN TRUSTS · ELFNX cheaper | 68% | 0.17% | SSGA Funds Management, Inc. |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 63% | 0.15% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 63% | 0.36% | Voya Investments, LLC |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 62% | 0.05% | The Vanguard Group, Inc. |
| 8 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 62% | 0.20% | BlackRock Fund Advisors |
| 9 | Optimized Equity Income ETF · OEI | 62% | 0.75% | — |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 61% | — | — |
| 11 | SGI Enhanced Market Leaders ETF · LDRX | 61% | 0.59% | — |
| 12 | State Street Premier Growth Equity V.I.S. Fund · SPGSX | 60% | 0.86% | SSGA Funds Management, Inc. |
| 13 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 59% | 0.20% | Invesco Capital Management LLC |
| 14 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 58% | 0.02% | Charles Schwab Investment Management, Inc. |
| 15 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 58% | 0.90% | Calamos Advisors LLC |
| 16 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 58% | 0.48% | DWS Investment Management Americas, Inc. |
| 17 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 58% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 58% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 19 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 58% | — | Boston Management and Research |
| 20 | State Street Equity 500 Index II Portfolio · SSEYX cheaper | 58% | 0.02% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.