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 | CAPITAL GROWTH PORTFOLIO | 95% | 0.34% | PRIMECAP Management Company |
| 2 | VANGUARD PRIMECAP CORE FUND · VPCCX | 73% | 0.37% | PRIMECAP Management Company |
| 3 | VANGUARD CAPITAL OPPORTUNITY FUND · VHCOX, VHCAX | 66% | 0.32% | PRIMECAP Management Company |
| 4 | PRIMECAP Odyssey Stock Fund · POSKX | 56% | 0.67% | PRIMECAP Management Company |
| 5 | PRIMECAP Odyssey Growth Fund · POGRX | 55% | 0.66% | PRIMECAP Management Company |
| 6 | PRIMECAP Odyssey Aggressive Growth Fund · POAGX | 34% | 0.66% | PRIMECAP Management Company |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 8 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 33% | 0.05% | TCW Investment Management Company LLC |
| 9 | Invesco S&P 500 BuyWrite ETF · PBP diff. adviser | 33% | 0.29% | Invesco Capital Management LLC |
| 10 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 33% | 0.03% | The Vanguard Group, Inc. |
| 11 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 33% | 0.09% | — |
| 12 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 33% | 0.03% | The Vanguard Group, Inc. |
| 13 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 33% | 0.01% | The Vanguard Group, Inc. |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 33% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 33% | 0.15% | Victory Capital Management Inc. |
| 16 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 33% | 0.14% | The Vanguard Group, Inc. |
| 17 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 33% | 0.02% | The Vanguard Group, Inc. |
| 18 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 33% | 0.18% | Nationwide Fund Advisors |
| 19 | EQUITY INDEX FUND · GEQYX, GEQZX cheaper diff. adviser | 33% | 0.12% | GuideStone Capital Management, LLC |
| 20 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 33% | 0.00% | Morgan Stanley Investment Management Inc. |
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