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 | State Street Equity 500 Index II Portfolio · SSEYX cheaper diff. adviser | 71% | 0.02% | SSGA Funds Management, Inc. |
| 2 | Venerable Large Cap Index Fund · VVLIX, VVLVX cheaper | 70% | 0.28% | Venerable Investment Advisers, LLC |
| 3 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 70% | 0.36% | Lincoln Financial Investments Corporation |
| 4 | SFT Index 500 Fund cheaper diff. adviser | 70% | 0.18% | Securian Asset Management, Inc. |
| 5 | State Street S&P 500 Index V.I.S. Fund · SSSPX cheaper diff. adviser | 70% | 0.30% | SSGA Funds Management, Inc. |
| 6 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 70% | 0.23% | Lincoln Financial Investments Corporation |
| 7 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 69% | 0.02% | SSGA Funds Management, Inc. |
| 8 | Stock Index Fund · VSTIX cheaper diff. adviser | 69% | 0.23% | The Variable Annuity Life Insurance Company |
| 9 | Penn Series Index 500 Fund cheaper diff. adviser | 69% | 0.34% | Penn Mutual Asset Management, LLC |
| 10 | Index 500 Stock Portfolio cheaper diff. adviser | 69% | 0.19% | Mason Street Advisors, LLC |
| 11 | EQ/Equity 500 Index Portfolio cheaper diff. adviser | 69% | 0.29% | Equitable Investment Management Group, LLC |
| 12 | SPDR S&P 500 ETF TRUST | 69% | — | — |
| 13 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 69% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 69% | — | DWS Investment Management Americas, Inc. |
| 15 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 69% | 0.16% | SSGA Funds Management, Inc. |
| 16 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 69% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 69% | 0.14% | MML Investment Advisers, LLC |
| 18 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 69% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 69% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares Core S&P 500 ETF · IVV cheaper diff. adviser | 69% | 0.03% | BlackRock Fund Advisors |
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