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 PRIMECAP FUND · VPMCX, VPMAX cheaper | 73% | 0.27% | PRIMECAP Management Company |
| 2 | CAPITAL GROWTH PORTFOLIO cheaper | 73% | 0.34% | PRIMECAP Management Company |
| 3 | PRIMECAP Odyssey Stock Fund · POSKX | 66% | 0.67% | PRIMECAP Management Company |
| 4 | VANGUARD CAPITAL OPPORTUNITY FUND · VHCOX, VHCAX cheaper | 65% | 0.32% | PRIMECAP Management Company |
| 5 | PRIMECAP Odyssey Growth Fund · POGRX | 54% | 0.66% | PRIMECAP Management Company |
| 6 | PRIMECAP Odyssey Aggressive Growth Fund · POAGX | 29% | 0.66% | PRIMECAP Management Company |
| 7 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 29% | 0.15% | — |
| 8 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 28% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 9 | Persimmon Long/Short Fund · LSEIX diff. adviser | 28% | 1.99% | Dakota Wealth, LLC. |
| 10 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 28% | 0.29% | Invesco Capital Management LLC |
| 11 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 28% | 0.01% | The Vanguard Group, Inc. |
| 12 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 28% | 0.05% | TCW Investment Management Company LLC |
| 13 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
| 14 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 28% | 0.14% | The Vanguard Group, Inc. |
| 15 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 28% | 0.02% | The Vanguard Group, Inc. |
| 16 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 28% | 0.09% | — |
| 17 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 28% | 0.25% | CYBER HORNET ETFs, LLC |
| 18 | AVIP S&P 500 Index Portfolio diff. adviser | 28% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 19 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 28% | 0.23% | Thrivent Financial for Lutherans |
| 20 | EQUITY INDEX FUND · GEQYX, GEQZX cheaper diff. adviser | 28% | 0.12% | GuideStone Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.