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 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper | 96% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX cheaper | 81% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX diff. adviser | 80% | 0.43% | Victory Capital Management Inc. |
| 4 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 80% | 0.23% | Thrivent Financial for Lutherans |
| 5 | AVIP S&P 500 Index Portfolio diff. adviser | 80% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 6 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 80% | 0.25% | CYBER HORNET ETFs, LLC |
| 7 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 80% | 0.02% | The Vanguard Group, Inc. |
| 8 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 80% | 0.14% | The Vanguard Group, Inc. |
| 9 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 80% | 0.03% | The Vanguard Group, Inc. |
| 10 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 80% | 0.01% | The Vanguard Group, Inc. |
| 11 | AZL S&P 500 Index Fund cheaper diff. adviser | 80% | 0.23% | Allianz Investment Management LLC |
| 12 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 80% | — | TIAA-CREF Investment Management, LLC |
| 13 | LargeCap S&P 500 Index Account cheaper diff. adviser | 79% | 0.20% | Principal Global Investors, LLC |
| 14 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 79% | 0.14% | Empower Capital Management, LLC |
| 15 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 79% | 0.29% | Invesco Capital Management LLC |
| 16 | 500 Index Trust · JAGMX, JFIVX, JAGKX cheaper diff. adviser | 79% | 0.25% | John Hancock Variable Trust Advisers LLC |
| 17 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 78% | 0.15% | Victory Capital Management Inc. |
| 18 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 78% | 0.05% | TCW Investment Management Company LLC |
| 19 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 78% | 0.02% | SSGA Funds Management, Inc. |
| 20 | Penn Series Index 500 Fund diff. adviser | 78% | 0.34% | Penn Mutual Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.