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 RUSSELL 1000 INDEX FUND · VRNIX, VONE | 42% | 0.05% | The Vanguard Group, Inc. |
| 2 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR | 42% | 0.05% | The Vanguard Group, Inc. |
| 3 | iShares Russell 1000 ETF · IWB diff. adviser | 42% | 0.15% | BlackRock Fund Advisors |
| 4 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 42% | — | Teachers Advisors, LLC |
| 5 | Nuveen Life Stock Index Fund · TLSTX diff. adviser | 42% | 0.09% | Teachers Advisors, LLC |
| 6 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 42% | 0.00% | Teachers Advisors, LLC |
| 7 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper | 42% | 0.01% | The Vanguard Group, Inc. |
| 8 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper | 42% | 0.02% | The Vanguard Group, Inc. |
| 9 | Total Stock Market Index Trust · JAFEX, JETSX, JAFFX diff. adviser | 42% | 0.51% | John Hancock Variable Trust Advisers LLC |
| 10 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC diff. adviser | 42% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 11 | iShares Dow Jones U.S. ETF · IYY diff. adviser | 42% | 0.20% | BlackRock Fund Advisors |
| 12 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper | 41% | 0.03% | The Vanguard Group, Inc. |
| 13 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX | 41% | 0.06% | The Vanguard Group, Inc. |
| 14 | VANGUARD BALANCED INDEX FUND · VBINX, VBIAX, VBAIX cheaper | 41% | 0.04% | The Vanguard Group, Inc. |
| 15 | Dimensional US Core Equity Market ETF · DFAU diff. adviser | 41% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Dimensional U.S. Equity Market ETF · DFUS diff. adviser | 41% | 0.09% | DIMENSIONAL FUND ADVISORS LP |
| 17 | AZL DFA U.S. Core Equity Fund diff. adviser | 41% | 0.78% | Allianz Investment Management LLC |
| 18 | iShares Russell 3000 ETF · IWV diff. adviser | 41% | 0.20% | BlackRock Fund Advisors |
| 19 | Large Cap Index Master Portfolio diff. adviser | 41% | — | BlackRock Fund Advisors |
| 20 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 41% | 0.03% | BlackRock Fund Advisors |
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