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 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 79% | 0.18% | — |
| 2 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 78% | 0.09% | — |
| 3 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper | 76% | 0.09% | PROSHARE ADVISORS LLC |
| 4 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper | 67% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 5 | Fidelity Large Cap Value Index Fund · FLCOX cheaper | 67% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | EQ/Large Cap Value Index Portfolio | 67% | 0.49% | Equitable Investment Management Group, LLC |
| 7 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper | 67% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper | 67% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | PD Large-Cap Value Index Portfolio cheaper | 67% | 0.17% | Pacific Life Fund Advisors LLC |
| 10 | Franklin U.S. Equity Index ETF · USPX cheaper | 67% | 0.03% | Franklin Advisory Services, LLC |
| 11 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper | 67% | 0.04% | Charles Schwab Investment Management, Inc. |
| 12 | Penn Series Index 500 Fund cheaper | 66% | 0.34% | Penn Mutual Asset Management, LLC |
| 13 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 66% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 66% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | NEOS Boosted S&P 500(R) High Income ETF | 66% | — | — |
| 16 | SPDR S&P 500 ETF TRUST | 66% | — | — |
| 17 | Index 500 Stock Portfolio cheaper | 66% | 0.19% | Mason Street Advisors, LLC |
| 18 | Deutsche DWS Equity 500 Index Portfolio | 66% | — | DWS Investment Management Americas, Inc. |
| 19 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper | 66% | 0.14% | MML Investment Advisers, LLC |
| 20 | EQ/Equity 500 Index Portfolio cheaper | 66% | 0.29% | Equitable Investment Management Group, LLC |
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