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 | ProShares S&P 500 Ex-Financials ETF · SPXN cheaper diff. adviser | 65% | 0.09% | PROSHARE ADVISORS LLC |
| 2 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 65% | 0.32% | — |
| 3 | RACWI US ETF · RAUS cheaper | 65% | 0.00% | — |
| 4 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 65% | 0.05% | WisdomTree Digital Management, Inc. |
| 5 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 64% | 0.43% | Victory Capital Management Inc. |
| 6 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 64% | 0.25% | CYBER HORNET ETFs, LLC |
| 7 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 64% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 8 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 64% | 0.23% | Thrivent Financial for Lutherans |
| 9 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 64% | 0.02% | The Vanguard Group, Inc. |
| 10 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 64% | 0.14% | The Vanguard Group, Inc. |
| 11 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 64% | 0.01% | The Vanguard Group, Inc. |
| 12 | AZL S&P 500 Index Fund cheaper diff. adviser | 64% | 0.23% | Allianz Investment Management LLC |
| 13 | College Retirement Equities Fund - S&P 500 Index Account · QCEQRX, QCEQPX, QCEQIX, QCEQFX diff. adviser | 64% | — | TIAA-CREF Investment Management, LLC |
| 14 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 64% | 0.07% | Reflection Asset Management, LLC |
| 15 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 64% | 0.05% | The Vanguard Group, Inc. |
| 16 | LargeCap S&P 500 Index Account cheaper diff. adviser | 64% | 0.20% | Principal Global Investors, LLC |
| 17 | Empower S&P 500 Index Fund · MXVIX, MXKWX cheaper diff. adviser | 64% | 0.14% | Empower Capital Management, LLC |
| 18 | SGI Enhanced Market Leaders ETF · LDRX | 63% | 0.59% | — |
| 19 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 63% | 0.18% | — |
| 20 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 63% | 0.15% | Victory Capital Management Inc. |
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