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 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 90% | 0.18% | — |
| 2 | Penn Series Index 500 Fund | 87% | 0.34% | Penn Mutual Asset Management, LLC |
| 3 | State Street S&P 500 Index Fund · SVSPX | 86% | 0.16% | SSGA Funds Management, Inc. |
| 4 | Index 500 Stock Portfolio | 86% | 0.19% | Mason Street Advisors, LLC |
| 5 | SPDR S&P 500 ETF TRUST | 86% | — | — |
| 6 | Fidelity 500 Index Fund · FXAIX cheaper | 86% | 0.01% | Fidelity Management & Research Company LLC |
| 7 | iShares Core S&P 500 ETF · IVV cheaper | 86% | 0.03% | BlackRock Fund Advisors |
| 8 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX | 86% | 0.14% | MML Investment Advisers, LLC |
| 9 | Deutsche DWS Equity 500 Index Portfolio | 86% | — | DWS Investment Management Americas, Inc. |
| 10 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper | 86% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | EQ/Equity 500 Index Portfolio | 86% | 0.29% | Equitable Investment Management Group, LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper | 86% | 0.02% | SSGA Funds Management, Inc. |
| 13 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper | 86% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Stock Index Fund · VSTIX | 86% | 0.23% | The Variable Annuity Life Insurance Company |
| 15 | Transamerica S&P 500 Index VP | 86% | 0.12% | Transamerica Asset Management, Inc. |
| 16 | NVIT S&P 500 Index Fund | 86% | 0.16% | Nationwide Fund Advisors |
| 17 | JPMorgan Equity Index Fund · HLEIX, OGEAX, OEICX, OGFAX cheaper | 86% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 18 | Equity Index Portfolio cheaper | 86% | 0.08% | Pacific Life Fund Advisors LLC |
| 19 | LVIP SSGA S&P 500 Index Fund | 86% | 0.23% | Lincoln Financial Investments Corporation |
| 20 | VIP Index 500 Portfolio · XAOKX, QINSQ, QVI2Q | 86% | 0.09% | Fidelity Management & Research Company LLC |
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