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 | U.S. Strategic Equity Fund · RIFAX diff. adviser | 70% | 0.90% | Russell Investment Management, LLC |
| 2 | U.S. Strategic Equity Fund · RSEAX, RSECX, RSESX, RESRX, RUSTX, RUSPX cheaper diff. adviser | 69% | 0.65% | Russell Investment Management, LLC |
| 3 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 68% | 0.02% | SSGA Funds Management, Inc. |
| 4 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper | 68% | 0.28% | Venerable Investment Advisers, LLC |
| 5 | SFT Index 500 Fund cheaper diff. adviser | 67% | 0.18% | Securian Asset Management, Inc. |
| 6 | State Street S&P 500 Index V.I.S. Fund · SSSPX cheaper diff. adviser | 67% | 0.30% | SSGA Funds Management, Inc. |
| 7 | Stock Index Fund · VSTIX cheaper diff. adviser | 67% | 0.23% | The Variable Annuity Life Insurance Company |
| 8 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 67% | 0.16% | SSGA Funds Management, Inc. |
| 9 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 67% | 0.23% | Lincoln Financial Investments Corporation |
| 10 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper diff. adviser | 67% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 11 | Fidelity 500 Index Fund · FXAIX cheaper diff. adviser | 67% | 0.01% | Fidelity Management & Research Company LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 67% | 0.02% | SSGA Funds Management, Inc. |
| 13 | Penn Series Index 500 Fund cheaper diff. adviser | 67% | 0.34% | Penn Mutual Asset Management, LLC |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 67% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 67% | 0.02% | Charles Schwab Investment Management, Inc. |
| 16 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 67% | 0.29% | Equitable Investment Management Group, LLC |
| 17 | Index 500 Stock Portfolio cheaper diff. adviser | 67% | 0.19% | Mason Street Advisors, LLC |
| 18 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper diff. adviser | 67% | 0.20% | Columbia Management Investment Advisers, LLC |
| 19 | SPDR S&P 500 ETF TRUST | 67% | — | — |
| 20 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 67% | 0.00% | Fidelity Management & Research Company LLC |
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