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 | BULL PROFUND · BLPIX, BLPSX | 86% | 1.49% | ProFund Advisors LLC |
| 2 | PROFUND VP ULTRABULL | 86% | 1.68% | ProFund Advisors LLC |
| 3 | PROFUND VP BULL | 85% | 1.68% | ProFund Advisors LLC |
| 4 | SIMT Dynamic Asset Allocation Fund · SDYAX, SDYYX cheaper | 78% | 0.93% | — |
| 5 | Direxion Daily S&P 500 Bull 3X Shares · SPXL cheaper diff. adviser | 75% | 0.87% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | SIIT DYNAMIC ASSET ALLOCATION FUND · SDLAX cheaper diff. adviser | 73% | 0.67% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | Direxion Daily S&P 500 Bull 2X Shares · SPUU cheaper diff. adviser | 70% | 0.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 8 | NASDAQ-100 PROFUND · OTPIX, OTPSX | 67% | 1.47% | ProFund Advisors LLC |
| 9 | Invesco S&P 500 Downside Hedged ETF · PHDG cheaper diff. adviser | 66% | 0.39% | Invesco Capital Management LLC |
| 10 | ProShares Ultra S&P500 · SSO cheaper diff. adviser | 66% | 0.89% | PROSHARE ADVISORS LLC |
| 11 | ProShares UltraPro S&P500 · UPRO cheaper diff. adviser | 66% | 0.91% | PROSHARE ADVISORS LLC |
| 12 | S&P 500 Index Fund · SPFIX, SPXKX cheaper diff. adviser | 65% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
| 13 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 65% | 0.29% | Invesco Capital Management LLC |
| 14 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 64% | 0.43% | Victory Capital Management Inc. |
| 15 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 64% | 0.23% | Thrivent Financial for Lutherans |
| 16 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 64% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 17 | AZL S&P 500 Index Fund cheaper diff. adviser | 64% | 0.23% | Allianz Investment Management LLC |
| 18 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 64% | — | TIAA-CREF Investment Management, LLC |
| 19 | LargeCap S&P 500 Index Account cheaper diff. adviser | 64% | 0.20% | Principal Global Investors, LLC |
| 20 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 64% | 0.14% | Empower Capital Management, LLC |
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