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 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 85% | 0.03% | The Vanguard Group, Inc. |
| 2 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper diff. adviser | 81% | 0.08% | BlackRock Fund Advisors |
| 3 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 80% | 0.07% | Reflection Asset Management, LLC |
| 4 | VANGUARD ESG U.S. STOCK ETF · ESGV cheaper diff. adviser | 80% | 0.09% | The Vanguard Group, Inc. |
| 5 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 80% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 6 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 80% | 0.09% | PROSHARE ADVISORS LLC |
| 7 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 78% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 8 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX diff. adviser | 78% | 0.20% | SSGA Funds Management, Inc. |
| 9 | iShares Russell Top 200 ETF · IWL diff. adviser | 78% | 0.15% | BlackRock Fund Advisors |
| 10 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 78% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 11 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 78% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 78% | 0.36% | Voya Investments, LLC |
| 13 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 78% | 0.02% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 77% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 77% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 16 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX diff. adviser | 77% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 17 | BNY Mellon S&P 500 Index Fund · PEOPX diff. adviser | 77% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 18 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 77% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 77% | 0.03% | BlackRock Fund Advisors |
| 20 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 77% | 0.03% | Franklin Advisory Services, LLC |
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