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 | JNL/DFA U.S. Core Equity Fund diff. adviser | 74% | 0.45% | Jackson National Asset Management, LLC |
| 2 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 74% | 0.39% | Lincoln Financial Investments Corporation |
| 3 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 74% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 74% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Schwab Total Stock Market Index Fund · SWTSX cheaper diff. adviser | 74% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 74% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 74% | 0.03% | BlackRock Fund Advisors |
| 8 | Fidelity ZERO Total Market Index Fund · FZROX cheaper diff. adviser | 73% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | VIP Total Market Index Portfolio cheaper diff. adviser | 73% | 0.11% | Fidelity Management & Research Company LLC |
| 10 | iShares Russell 3000 ETF · IWV cheaper diff. adviser | 73% | 0.20% | BlackRock Fund Advisors |
| 11 | FT Wilshire 5000 Index Fund · WFIVX, WINDX diff. adviser | 73% | 0.33% | Wilshire Advisors LLC |
| 12 | iShares Total U.S. Stock Market Index Fund cheaper diff. adviser | 73% | 0.02% | BlackRock Advisors, LLC |
| 13 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper diff. adviser | 73% | 0.00% | Morgan Stanley Investment Management Inc. |
| 14 | EQ/Common Stock Index Portfolio diff. adviser | 72% | 0.42% | Equitable Investment Management Group, LLC |
| 15 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper diff. adviser | 72% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 16 | JNL/Mellon U.S. Stock Market Index Fund diff. adviser | 72% | 0.31% | Jackson National Asset Management, LLC |
| 17 | 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. |
| 18 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 71% | 0.01% | The Vanguard Group, Inc. |
| 19 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 71% | 0.05% | The Vanguard Group, Inc. |
| 20 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 71% | 0.02% | The Vanguard Group, Inc. |
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