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 | Strive 500 ETF · STRV cheaper | 47% | 0.05% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 46% | 0.09% | — |
| 3 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 46% | 0.18% | — |
| 4 | CVT S&P 500 Index Portfolio cheaper | 45% | 0.28% | Calvert Research and Management |
| 5 | JNL S&P 500 Index Fund cheaper | 45% | 0.09% | Jackson National Asset Management, LLC |
| 6 | S&P 500 Index Master Portfolio | 45% | — | BlackRock Fund Advisors |
| 7 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 45% | 0.18% | — |
| 8 | LargeCap S&P 500 Index Account cheaper | 45% | 0.20% | Principal Global Investors, LLC |
| 9 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper | 45% | 0.03% | The Vanguard Group, Inc. |
| 10 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper | 45% | 0.05% | The Vanguard Group, Inc. |
| 11 | PGIM Quant Solutions Large-Cap Index Fund · PSIAX, PSICX, PSIFX, PDSIX, PQSIX cheaper | 45% | 0.12% | — |
| 12 | Schwab U.S. Large-Cap ETF · SCHX cheaper | 45% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab 1000 Index ETF · SCHK cheaper | 45% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Franklin U.S. Equity Index ETF · USPX cheaper | 45% | 0.03% | Franklin Advisory Services, LLC |
| 15 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 45% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | iShares Russell 1000 ETF · IWB cheaper | 45% | 0.15% | BlackRock Fund Advisors |
| 17 | MetLife Stock Index Portfolio cheaper | 45% | 0.26% | Brighthouse Investment Advisers, LLC |
| 18 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper | 45% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | iShares Morningstar U.S. Equity ETF · ILCB cheaper | 45% | 0.03% | BlackRock Fund Advisors |
| 20 | PSF Stock Index Portfolio cheaper | 45% | 0.29% | PGIM INVESTMENTS LLC |
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