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 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 60% | 0.20% | BlackRock Fund Advisors |
| 2 | Optimized Equity Income ETF · OEI | 60% | 0.75% | — |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 60% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 59% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 6 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 58% | 0.48% | DWS Investment Management Americas, Inc. |
| 7 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 58% | 0.08% | BlackRock Fund Advisors |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 57% | — | — |
| 9 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 57% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 10 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 57% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 11 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 57% | 0.36% | Lincoln Financial Investments Corporation |
| 12 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 57% | 0.20% | SSGA Funds Management, Inc. |
| 13 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper diff. adviser | 57% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 14 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 57% | 0.07% | Reflection Asset Management, LLC |
| 15 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 57% | 0.90% | Calamos Advisors LLC |
| 16 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 56% | 0.10% | DBX Advisors LLC |
| 17 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 56% | 0.09% | PROSHARE ADVISORS LLC |
| 18 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 56% | 0.02% | Charles Schwab Investment Management, Inc. |
| 19 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 56% | 0.18% | Nationwide Fund Advisors |
| 20 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 56% | 0.07% | Goldman Sachs Asset Management, L.P. |
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