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 diff. adviser | 72% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 72% | 0.68% | Columbia Management Investment Advisers, LLC |
| 3 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper diff. adviser | 71% | 0.34% | T. Rowe Price Associates, Inc. |
| 4 | AST Large-Cap Equity Portfolio diff. adviser | 71% | 0.83% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 5 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper diff. adviser | 71% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 6 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 70% | 0.02% | Charles Schwab Investment Management, Inc. |
| 7 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 70% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Large-Cap Core Portfolio cheaper diff. adviser | 70% | 0.48% | Pacific Life Fund Advisors LLC |
| 9 | NVIT J.P. Morgan U.S. Equity Fund cheaper diff. adviser | 70% | 0.44% | Nationwide Fund Advisors |
| 10 | Large Cap Blend Portfolio diff. adviser | 70% | 0.72% | Mason Street Advisors, LLC |
| 11 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper diff. adviser | 70% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 12 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 70% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 13 | LVIP JPMorgan U.S. Equity Fund cheaper diff. adviser | 70% | 0.65% | Lincoln Financial Investments Corporation |
| 14 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 70% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 15 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 70% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 16 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 69% | 0.18% | Nationwide Fund Advisors |
| 17 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO cheaper diff. adviser | 69% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 18 | SA Large Cap Index Portfolio cheaper diff. adviser | 69% | 0.25% | SunAmerica Asset Management, LLC |
| 19 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 69% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 20 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 69% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
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