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 | GuideMark Large Cap Core Fund · GMLGX, GILGX, GLCPX cheaper diff. adviser | 83% | 0.55% | AssetMark Inc. |
| 2 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF · GSLC cheaper diff. adviser | 66% | 0.09% | Goldman Sachs Asset Management, L.P. |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 64% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 62% | 0.03% | Charles Schwab Investment Management, Inc. |
| 5 | Wilmington Large-Cap Strategy Fund · WMLIX cheaper diff. adviser | 62% | 0.25% | Wilmington Funds Management Corporation |
| 6 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper diff. adviser | 62% | 0.44% | Russell Investment Management, LLC |
| 7 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 62% | 0.05% | Charles Schwab Investment Management, Inc. |
| 8 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 62% | 0.14% | MML Investment Advisers, LLC |
| 9 | Index 500 Stock Portfolio cheaper diff. adviser | 62% | 0.19% | Mason Street Advisors, LLC |
| 10 | SPDR S&P 500 ETF TRUST | 62% | — | — |
| 11 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 62% | — | DWS Investment Management Americas, Inc. |
| 12 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 62% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 62% | 0.29% | Equitable Investment Management Group, LLC |
| 14 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 62% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 62% | 0.02% | SSGA Funds Management, Inc. |
| 16 | NEOS S&P 500(R) High Income ETF · SPYI diff. adviser | 62% | 0.68% | NEOS Investment Management, LLC |
| 17 | NVIT S&P 500 Index Fund cheaper diff. adviser | 62% | 0.16% | Nationwide Fund Advisors |
| 18 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 62% | 0.03% | BlackRock Fund Advisors |
| 19 | Transamerica S&P 500 Index VP cheaper diff. adviser | 62% | 0.12% | Transamerica Asset Management, Inc. |
| 20 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 62% | 0.03% | Franklin Advisory Services, LLC |
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