200-fund filing record · run 8bf57e6c-dccd-4c34-8f11-afc1203e3ddd
Closet Index Registry
126 funds clear the 70% identifier-coverage publication gate. The other 74 remain visible without computed figures so missing evidence cannot masquerade as zero.
Read the calculation and benchmark rules · Registry update feed
The curated cohort
Portfolio figures use each fund’s N-PORT period. Expense figures carry their own filing period on the fund page.
Sort:
| Fund | Best fit | Declared benchmark | Benchmark status | Expense ratio | Fee / active unit | 20-year fee drag | Portfolio as of |
|---|---|---|---|---|---|---|---|
| Ultra FundAULDX, AULGX, AULNX, AULRX, AULYX, TWCCX, TWCUX, TWUAX, TWUIX | 37.7% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.52%SEC expense filing · as of 2026-02-28 | 1.38%fund 2026-04-30; proxy 2026-03-31; expense 2026-02-28 | $25,080SEC expense filing · as of 2026-02-28 | |
| AB LARGE CAP GROWTH FUND INCABPRX, ALCKX, ALLIX, APGAX, APGCX, APGYX, APGZX | 46.8% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-04-30; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| AMCAP FundAMCFX, AMCPX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, FMACX, FMCMX, FMMMX, RAEBX, RAEFX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, RAFGX, TACMX, TAMCX | 48.3% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.44%SEC expense filing · as of 2026-04-30 | 0.91%fund 2026-02-28; proxy 2026-03-31; expense 2026-04-30 | $21,374SEC expense filing · as of 2026-04-30 | |
| American Funds Fundamental InvestorsAFICX, AFIFX, ANCFX, CFNAX, CFNCX, CFNEX, CFNFX, FEEFX, FFXFX, FINFX, FUNFX, RFEBX, RFNAX, RFNBX, RFNCX, RFNEX, RFNFX, RFNGX, RFNHX, TFFFX, TIIIX | 56.9% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 1.33%SEC expense filing · as of 2026-02-28 | 2.34%fund 2026-03-31; proxy 2026-03-31; expense 2026-02-28 | $59,711SEC expense filing · as of 2026-02-28 | |
| American Mutual FundAFMFX, AMFCX, AMFFX, AMRFX, AMRMX, CMLAX, CMLCX, CMLEX, CMLFX, FFFMX, FFMMX, RMEBX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, RMFGX, RMFHX, TAFMX, TAMFX | 57.9% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.27%SEC expense filing · as of 2025-12-31 | 0.47%fund 2026-04-30; proxy 2026-03-31; expense 2025-12-31 | $13,317SEC expense filing · as of 2025-12-31 | |
| AQR Long-Short Equity FundQLEIX, QLENX, QLERX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Artisan International Value FundAPDKX, APHKX, ARTKX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Avantis Emerging Markets Equity ETFAVEM | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Avantis U.S. Small Cap Value ETFAVUV | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Bridge Builder International Equity FundBBIEX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Bridge Builder Large Cap Growth FundBBGLX | 36.3% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.19%SEC expense filing · as of 2025-06-30 | 0.52%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $9,439SEC expense filing · as of 2025-06-30 | |
| Bridge Builder Large Cap Value FundBBVLX | 52.8% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.23%SEC expense filing · as of 2025-06-30 | 0.44%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $11,385SEC expense filing · as of 2025-06-30 | |
| Capital Group Dividend Value ETFCGDV | 61.7% vs IVVfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.33%SEC expense filing · as of 2025-07-31 | 0.54%fund 2026-05-31; proxy 2026-03-31; expense 2025-07-31 | $16,189SEC expense filing · as of 2025-07-31 | |
| Capital Group Growth ETFCGGR | 53.8% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.39%SEC expense filing · as of 2025-07-31 | 0.72%fund 2026-05-31; proxy 2026-03-31; expense 2025-07-31 | $19,030SEC expense filing · as of 2025-07-31 | |
| Capital World Growth & Income FundCWGCX, CWGFX, CWGIX, CWIAX, CWICX, CWIEX, CWIFX, FCWGX, FWCGX, FWGIX, RWBEX, RWIAX, RWIBX, RWICX, RWIEX, RWIFX, RWIGX, RWIHX, TCWGX, TCWWX, WGIFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| College Retirement Equities Fund - Global Equities AccountQCGLFX, QCGLIX, QCGLPX, QCGLRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| College Retirement Equities Fund - Growth AccountQCGRFX, QCGRIX, QCGRPX, QCGRRX | 28.9% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| College Retirement Equities Fund - S&P 500 Index AccountQCEQFX, QCEQIX, QCEQPX, QCEQRX | 0.2% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| College Retirement Equities Fund - Total Global Stock AccountQCSTFX, QCSTIX, QCSTPX, QCSTRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Columbia Dividend Income FundCDDRX, CDDYX, CDIRX, GFSDX, GSFTX, LBSAX, LBSCX | 62.4% vs IWDfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.59%SEC expense filing · as of 2025-05-31 | 0.95%fund 2026-02-28; proxy 2026-03-31; expense 2025-05-31 | $28,279SEC expense filing · as of 2025-05-31 | |
| Dimensional U.S. Core Equity 2 ETFDFAC | 25.5% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.17%SEC expense filing · as of 2025-10-31 | 0.67%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $8,461SEC expense filing · as of 2025-10-31 | |
| Disciplined Value Mid Cap FundJVMAX, JVMCX, JVMIX, JVMRX, JVMSX, JVMTX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Dodge & Cox International Stock FundDODFX, DOXFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Dodge & Cox Stock FundDODGX, DOXGX | 82.4% vs IWDfund 2026-03-31; proxy 2026-03-31 | 83.4% vs S&P 500 Indexfund 2026-03-31; proxy 2026-03-31 | Mismatch | 0.51%SEC expense filing · as of 2025-12-31 | 0.62%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $24,620SEC expense filing · as of 2025-12-31 | |
| EMERGING MARKETS CORE EQUITY 2 PORTFOLIODFCEX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| EUPAC FundAEGFX, AEPCX, AEPFX, AEPGX, CEUAX, CEUCX, CEUEX, CEUFX, FEPUX, FEUPX, FUEPX, REEBX, RERAX, RERBX, RERCX, REREX, RERFX, RERGX, RERHX, TEUGX, TEUPX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity 500 Index FundFXAIX | 7.8% vs IVVfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.01%SEC expense filing · as of 2026-04-30 | 0.13%fund 2026-05-31; proxy 2026-03-31; expense 2026-04-30 | $505SEC expense filing · as of 2026-04-30 | |
| Fidelity Advisor Growth Opportunities FundFACGX, FAGAX, FAGCX, FAGOX, FZAHX | 46.7% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 1.71%SEC expense filing · as of 2026-01-31 | 3.66%fund 2026-05-31; proxy 2026-03-31; expense 2026-01-31 | $74,272SEC expense filing · as of 2026-01-31 | |
| Fidelity Advisor New Insights FundFINSX, FNIAX, FNICX, FNITX, FZANX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Balanced FundFBAKX, FBALX, FBAOX, FBAQX, FBARX, FBAUX, FBAVX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Blue Chip Growth FundFBCCX, FBCEX, FBCHX, FBCJX, FBCKX, FBGKX, FBGRX | 38.8% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.97%SEC expense filing · as of 2025-10-31 | 2.50%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $44,950SEC expense filing · as of 2025-10-31 | |
| Fidelity ContrafundFCNKX, FCNTX | 51.4% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.67%SEC expense filing · as of 2026-02-28 | 1.30%fund 2026-03-31; proxy 2026-03-31; expense 2026-02-28 | $31,885SEC expense filing · as of 2026-02-28 | |
| Fidelity Contrafund K6FLCNX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Extended Market Index FundFSMAX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Growth Company FundFDGRX, FGCKX | 39.7% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.69%SEC expense filing · as of 2026-01-31 | 1.74%fund 2026-05-31; proxy 2026-03-31; expense 2026-01-31 | $32,778SEC expense filing · as of 2026-01-31 | |
| Fidelity Growth Company K6 FundFGKFX | 39.9% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.45%SEC expense filing · as of 2026-01-31 | 1.13%fund 2026-05-31; proxy 2026-03-31; expense 2026-01-31 | $21,840SEC expense filing · as of 2026-01-31 | |
| Fidelity International Index FundFSPSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Large Cap Growth Index FundFSPGX | 4.5% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2026-06-30 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-04-30; proxy 2026-03-31; expense 2026-06-30 | $1,512SEC expense filing · as of 2026-06-30 | |
| Fidelity Low-Priced Stock FundFLPCX, FLPDX, FLPEX, FLPFX, FLPGX, FLPKX, FLPSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Magellan FundFMAEX, FMAGX, FMAJX, FMANX, FMAOX, FMASX, FMGKX | 54.9% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.93%SEC expense filing · as of 2026-05-31 | 1.69%fund 2026-03-31; proxy 2026-03-31; expense 2026-05-31 | $43,249SEC expense filing · as of 2026-05-31 | |
| Fidelity Mid Cap Index FundFSMDX | 67.8% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2026-06-30 | 0.04%fund 2026-04-30; proxy 2026-03-31; expense 2026-06-30 | $1,512SEC expense filing · as of 2026-06-30 | |
| Fidelity Nasdaq Composite Index FundFNCMX | 35.8% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.29%SEC expense filing · as of 2026-01-31 | 0.81%fund 2026-05-31; proxy 2026-03-31; expense 2026-01-31 | $14,278SEC expense filing · as of 2026-01-31 | |
| Fidelity OTC PortfolioFOCKX, FOCPX, FOTDX, FOTEX, FOTGX, FOTHX, FOTJX | 45.9% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.65%SEC expense filing · as of 2025-09-30 | 1.42%fund 2026-04-30; proxy 2026-03-31; expense 2025-09-30 | $30,988SEC expense filing · as of 2025-09-30 | |
| Fidelity Puritan FundFPUKX, FPURX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity SAI U.S. Low Volatility Index FundFSUVX | 57.2% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.10%SEC expense filing · as of 2025-12-31 | 0.17%fund 2026-04-30; proxy 2026-03-31; expense 2025-12-31 | $5,008SEC expense filing · as of 2025-12-31 | |
| Fidelity SAI U.S. Quality Index FundFUQIX | 52.1% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.10%SEC expense filing · as of 2025-09-30 | 0.19%fund 2026-04-30; proxy 2026-03-31; expense 2025-09-30 | $5,008SEC expense filing · as of 2025-09-30 | |
| Fidelity Series Emerging Markets Opportunities FundFEMSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Series Global ex U.S. Index FundFSGEX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Series Growth Company FundFCGSX | 40.5% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.00%SEC expense filing · as of 2026-01-31 | 0.00%fund 2026-05-31; proxy 2026-03-31; expense 2026-01-31 | $0SEC expense filing · as of 2026-01-31 | |
| Fidelity Series Large Cap Stock FundFGLGX | 53.0% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.00%SEC expense filing · as of 2025-08-31 | 0.00%fund 2026-03-31; proxy 2026-03-31; expense 2025-08-31 | $0SEC expense filing · as of 2025-08-31 | |
| Fidelity Series Total Market Index FundFCFMX | 8.5% vs VTIfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.00%SEC expense filing · as of 2026-04-30 | 0.00%fund 2026-05-31; proxy 2026-03-31; expense 2026-04-30 | $0SEC expense filing · as of 2026-04-30 | |
| Fidelity Small Cap Index FundFSSNX | 6.4% vs IWMfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2026-06-30 | 0.47%fund 2026-04-30; proxy 2026-03-31; expense 2026-06-30 | $1,512SEC expense filing · as of 2026-06-30 | |
| Fidelity Total International Index FundFTIHX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Fidelity Total Market Index FundFSKAX | 8.5% vs VTIfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.01%SEC expense filing · as of 2026-04-30 | 0.12%fund 2026-05-31; proxy 2026-03-31; expense 2026-04-30 | $505SEC expense filing · as of 2026-04-30 | |
| Fidelity ZERO Total Market Index FundFZROX | 5.9% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.00%SEC expense filing · as of 2025-12-31 | 0.00%fund 2026-04-30; proxy 2026-03-31; expense 2025-12-31 | $0SEC expense filing · as of 2025-12-31 | |
| First Eagle Global FundEAGRX, EARGX, FEGRX, FEGTX, FESGX, FRGLX, SGENX, SGIIX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Franklin Dynatech FundFDNRX, FDTRX, FDYNX, FDYZX, FKDNX | 39.3% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 1.02%SEC expense filing · as of 2025-09-30 | 2.59%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $47,059SEC expense filing · as of 2025-09-30 | |
| Franklin Rising Dividends FundFRDAX, FRDPX, FRDRX, FRDTX, FRISX | 71.0% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.58%SEC expense filing · as of 2025-09-30 | 0.82%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $27,824SEC expense filing · as of 2025-09-30 | |
| Goldman Sachs GQG Partners International Opportunities FundGGIPX, GSIHX, GSILX, GSIMX, GSINX, GSIQX, GSIYX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| GQG Partners Emerging Markets Equity FundGQGIX, GQGPX, GQGRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Growth Fund of AmericaAGTHX, CGFAX, CGFCX, CGFEX, CGFFX, FAFGX, FFAFX, GAFFX, GFACX, GFAFX, GFFFX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, RGAGX, RGAHX, RGEBX, TAFFX, TFGAX | 47.6% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.59%SEC expense filing · as of 2025-10-31 | 1.24%fund 2026-02-28; proxy 2026-03-31; expense 2025-10-31 | $28,279SEC expense filing · as of 2025-10-31 | |
| Harbor Capital Appreciation FundHACAX, HCAIX, HNACX, HRCAX | 37.2% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.67%SEC expense filing · as of 2025-10-31 | 1.80%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $31,885SEC expense filing · as of 2025-10-31 | |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIODFIEX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Invesco NASDAQ 100 ETFQQQM | 41.9% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.15%SEC expense filing · as of 2025-12-31 | 0.36%fund 2026-02-28; proxy 2026-03-31; expense 2025-12-31 | $7,479SEC expense filing · as of 2025-12-31 | |
| Invesco QQQ Trust, Series 1QQQ | 41.4% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.18%SEC expense filing · as of 2025-12-31 | 0.44%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $8,950SEC expense filing · as of 2025-12-31 | |
| Invesco S&P 500 Equal Weight ETFRSP | 51.7% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.20%SEC expense filing · as of 2025-08-31 | 0.39%fund 2026-04-30; proxy 2026-03-31; expense 2025-08-31 | $9,927SEC expense filing · as of 2025-08-31 | |
| Investment Co of AmericaAICCX, AICFX, AIVSX, CICAX, CICCX, CICEX, CICFX, FAOOX, FCIAX, FFICX, ICAFX, RIBEX, RICAX, RICBX, RICCX, RICEX, RICFX, RICGX, RICHX, TIACX, TICAX | 49.4% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 1.31%SEC expense filing · as of 2026-02-28 | 2.65%fund 2026-03-31; proxy 2026-03-31; expense 2026-02-28 | $58,917SEC expense filing · as of 2026-02-28 | |
| iShares Core Dividend Growth ETFDGRO | 51.4% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-04-30 | 0.16%fund 2026-04-30; proxy 2026-03-31; expense 2025-04-30 | $4,014SEC expense filing · as of 2025-04-30 | |
| iShares Core MSCI EAFE ETFIEFA | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares Core MSCI Emerging Markets ETFIEMG | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares Core MSCI International Developed Markets ETFIDEV | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares Core MSCI Total International Stock ETFIXUS | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares Core S&P 500 ETFIVV | benchmark proxy for this registryIVV is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.03%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $1,512SEC expense filing · as of 2025-03-31 | |
| iShares Core S&P Mid-Cap ETFIJH | benchmark proxy for this registryIJH is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.05%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $2,516SEC expense filing · as of 2025-03-31 | |
| iShares Core S&P Small-Cap ETFIJR | benchmark proxy for this registryIJR is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.06%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $3,016SEC expense filing · as of 2025-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETFITOT | 1.6% vs VTIfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $1,512SEC expense filing · as of 2025-03-31 | |
| iShares Core S&P U.S. Growth ETFIUSG | 28.4% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.04%SEC expense filing · as of 2025-03-31 | 0.14%fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $2,014SEC expense filing · as of 2025-03-31 | |
| iShares Core S&P U.S. Value ETFIUSV | 29.2% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.04%SEC expense filing · as of 2025-03-31 | 0.14%fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $2,014SEC expense filing · as of 2025-03-31 | |
| iShares MSCI ACWI ETFACWI | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares MSCI EAFE ETFEFA | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares MSCI EAFE Value ETFEFV | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares MSCI Emerging Markets ETFEEM | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| iShares MSCI USA Min Vol Factor ETFUSMV | 65.0% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.15%SEC expense filing · as of 2025-07-31 | 0.23%fund 2026-04-30; proxy 2026-03-31; expense 2025-07-31 | $7,479SEC expense filing · as of 2025-07-31 | |
| iShares MSCI USA Momentum Factor ETFMTUM | 66.7% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.15%SEC expense filing · as of 2025-07-31 | 0.22%fund 2026-04-30; proxy 2026-03-31; expense 2025-07-31 | $7,479SEC expense filing · as of 2025-07-31 | |
| iShares MSCI USA Quality Factor ETFQUAL | 54.1% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.15%SEC expense filing · as of 2025-07-31 | 0.28%fund 2026-04-30; proxy 2026-03-31; expense 2025-07-31 | $7,479SEC expense filing · as of 2025-07-31 | |
| iShares Russell 1000 ETFIWB | benchmark proxy for this registryIWB is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.15%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $7,479SEC expense filing · as of 2025-03-31 | |
| iShares Russell 1000 Growth ETFIWF | benchmark proxy for this registryIWF is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.18%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $8,950SEC expense filing · as of 2025-03-31 | |
| iShares Russell 1000 Value ETFIWD | benchmark proxy for this registryIWD is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.18%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $8,950SEC expense filing · as of 2025-03-31 | |
| iShares Russell 2000 ETFIWM | benchmark proxy for this registryIWM is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.19%SEC expense filing · as of 2025-03-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $9,439SEC expense filing · as of 2025-03-31 | |
| iShares Russell Mid-Cap ETFIWR | 67.7% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.18%SEC expense filing · as of 2025-03-31 | 0.27%fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $8,950SEC expense filing · as of 2025-03-31 | |
| iShares S&P 500 Growth ETFIVW | 27.8% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.18%SEC expense filing · as of 2025-03-31 | 0.65%fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $8,950SEC expense filing · as of 2025-03-31 | |
| iShares S&P 500 Value ETFIVE | 32.9% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.18%SEC expense filing · as of 2025-03-31 | 0.55%fund 2026-03-31; proxy 2026-03-31; expense 2025-03-31 | $8,950SEC expense filing · as of 2025-03-31 | |
| iShares Select Dividend ETFDVY | 83.5% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.38%SEC expense filing · as of 2025-04-30 | 0.46%fund 2026-04-30; proxy 2026-03-31; expense 2025-04-30 | $18,559SEC expense filing · as of 2025-04-30 | |
| iShares U.S. Equity Factor Rotation Active ETFDYNF | 37.8% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.26%SEC expense filing · as of 2025-07-31 | 0.69%fund 2026-04-30; proxy 2026-03-31; expense 2025-07-31 | $12,836SEC expense filing · as of 2025-07-31 | |
| iShares U.S. Technology ETFIYW | 47.0% vs IWFfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.38%SEC expense filing · as of 2025-04-30 | 0.81%fund 2026-04-30; proxy 2026-03-31; expense 2025-04-30 | $18,559SEC expense filing · as of 2025-04-30 | |
| Janus Henderson Research FundJAMRX, JNRFX, JRAAX, JRACX, JRAIX, JRANX, JRARX, JRASX | 30.5% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.96%SEC expense filing · as of 2025-09-30 | 3.14%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $44,526SEC expense filing · as of 2025-09-30 | |
| JPMorgan Equity Income FundHLIEX, OIEFX, OIEIX, OIEJX, OIEPX, OIEQX, OIERX, OINCX | 65.9% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.70%SEC expense filing · as of 2025-06-30 | 1.06%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $33,224SEC expense filing · as of 2025-06-30 | |
| JPMorgan Equity Premium Income ETFJEPI | 64.3% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.35%SEC expense filing · as of 2025-06-30 | 0.54%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $17,140SEC expense filing · as of 2025-06-30 | |
| JPMorgan Hedged Equity FundJHEQX, JHQAX, JHQCX, JHQPX, JHQRX | 35.1% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.57%SEC expense filing · as of 2025-06-30 | 1.62%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $27,369SEC expense filing · as of 2025-06-30 | |
| JPMorgan Large Cap Growth FundJLGMX, JLGPX, JLGQX, JLGRX, JLGZX, OLGAX, OLGCX, SEEGX | 43.9% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.44%SEC expense filing · as of 2025-06-30 | 1.00%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $21,374SEC expense filing · as of 2025-06-30 | |
| JPMorgan U.S. Equity FundJMUEX, JUEAX, JUECX, JUEMX, JUEPX, JUEQX, JUESX, JUEZX, JUSRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| MFS Growth FundMEGBX, MEGRX, MFECX, MFEGX, MFEHX, MFEIX, MFEJX, MFEKX, MFELX | 42.1% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 1.61%SEC expense filing · as of 2025-11-30 | 3.82%fund 2026-05-31; proxy 2026-03-31; expense 2025-11-30 | $70,538SEC expense filing · as of 2025-11-30 | |
| MFS International Equity FundMIEIX, MIEJX, MIEKX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| MFS International Growth FundMGRAX, MGRBX, MGRCX, MGRDX, MGRQX, MGRRX, MGRTX, MGRVX, MQGIX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| MFS International Intrinsic Value FundMGIAX, MGIBX, MGICX, MINFX, MINGX, MINHX, MINIX, MINJX, MINRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| MFS Value FundMEIAX, MEICX, MEIGX, MEIHX, MEIIX, MEIJX, MEIKX, MFEBX, MVRRX | 73.4% vs IWDfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.79%SEC expense filing · as of 2025-08-31 | 1.08%fund 2026-02-28; proxy 2026-03-31; expense 2025-08-31 | $37,197SEC expense filing · as of 2025-08-31 | |
| MidCap FundPCBIX, PEMGX, PMAQX, PMBCX, PMBJX, PMBMX, PMBPX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| New Economy FundANEFX, ANFCX, ANFFX, CNGAX, CNGCX, CNGEX, CNGFX, FNEEX, FNEFX, FNNEX, NEFFX, RNGAX, RNGBX, RNGCX, RNGEX, RNGFX, RNGGX, RNGHX, RNNEX, TENEX, TNEEX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| New Perspective FundANWFX, ANWPX, CNPAX, CNPCX, CNPEX, CNPFX, FFPNX, FNFPX, FNPFX, NPFCX, NPFFX, RNPAX, RNPBX, RNPCX, RNPEX, RNPFX, RNPGX, RNPHX, RPEBX, TNPFX, TPNFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| New World Fund IncCNWAX, CNWCX, CNWEX, CNWFX, FNFWX, FNWFX, FWWNX, NEWCX, NEWFX, NFFFX, NWFFX, RNEBX, RNWAX, RNWBX, RNWCX, RNWEX, RNWFX, RNWGX, RNWHX, TNWFX, TWNFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Nuveen Equity Index FundTCEPX, TEIHX, TEQWX, TIEIX, TINRX, TIQRX | 6.2% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.19%SEC expense filing · as of 2025-10-31 | 3.05%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $9,439SEC expense filing · as of 2025-10-31 | |
| Nuveen International Equity Index FundTCIEX, TCIHX, TCIWX, TRIEX, TRIPX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Oakmark FundOAKMX, OANMX, OAYMX, OAZMX | 85.9% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.89%SEC expense filing · as of 2026-01-31 | 1.04%fund 2026-03-31; proxy 2026-03-31; expense 2026-01-31 | $41,536SEC expense filing · as of 2026-01-31 | |
| Old Westbury Large Cap Strategies FundOWLSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Parnassus Core Equity FundPRBLX, PRILX | 59.7% vs IWFfund 2026-06-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.81%SEC expense filing · as of 2025-12-31 | 1.36%fund 2026-06-30; proxy 2026-03-31; expense 2025-12-31 | $38,071SEC expense filing · as of 2025-12-31 | |
| Putnam Large Cap Value FundPEIYX, PEQCX, PEQNX, PEQRX, PEYAX | 71.6% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.60%SEC expense filing · as of 2025-10-31 | 0.84%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $28,732SEC expense filing · as of 2025-10-31 | |
| Schwab 1000 Index FundSNXFX | 6.8% vs IWBfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.05%SEC expense filing · as of 2025-10-31 | 0.74%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $2,516SEC expense filing · as of 2025-10-31 | |
| Schwab Fundamental International Equity ETFFNDF | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Schwab Fundamental U.S. Large Company ETFFNDX | 34.7% vs IWDfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.25%SEC expense filing · as of 2026-02-28 | 0.72%fund 2026-05-31; proxy 2026-03-31; expense 2026-02-28 | $12,353SEC expense filing · as of 2026-02-28 | |
| Schwab International Equity ETFSCHF | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Schwab S&P 500 Index FundSWPPX | 5.1% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.02%SEC expense filing · as of 2026-02-28 | 0.39%fund 2026-04-30; proxy 2026-03-31; expense 2026-02-28 | $1,009SEC expense filing · as of 2026-02-28 | |
| Schwab Total Stock Market Index FundSWTSX | 5.9% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2026-02-28 | 0.51%fund 2026-04-30; proxy 2026-03-31; expense 2026-02-28 | $1,512SEC expense filing · as of 2026-02-28 | |
| Schwab U.S. Broad Market ETFSCHB | 8.6% vs VTIfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2025-12-31 | 0.35%fund 2026-05-31; proxy 2026-03-31; expense 2025-12-31 | $1,512SEC expense filing · as of 2025-12-31 | |
| Schwab U.S. Dividend Equity ETFSCHD | 87.3% vs IWDfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.06%SEC expense filing · as of 2025-12-31 | 0.07%fund 2026-05-31; proxy 2026-03-31; expense 2025-12-31 | $3,016SEC expense filing · as of 2025-12-31 | |
| Schwab U.S. Large-Cap ETFSCHX | 9.8% vs IWBfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2025-12-31 | 0.31%fund 2026-05-31; proxy 2026-03-31; expense 2025-12-31 | $1,512SEC expense filing · as of 2025-12-31 | |
| Schwab U.S. Large-Cap Growth ETFSCHG | 22.9% vs IWFfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.04%SEC expense filing · as of 2025-12-31 | 0.17%fund 2026-05-31; proxy 2026-03-31; expense 2025-12-31 | $2,014SEC expense filing · as of 2025-12-31 | |
| Schwab U.S. Small-Cap ETFSCHA | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Select Semiconductors PortfolioFSELX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Select Technology PortfolioFFOJX, FFOMX, FFONX, FFOQX, FFOTX, FSPTX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Six Circles Managed Equity Portfolio U.S. Unconstrained FundCMEUX | 20.8% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.06%SEC expense filing · as of 2025-12-31 | 0.29%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $3,016SEC expense filing · as of 2025-12-31 | |
| Six Circles U.S. Unconstrained Equity FundCUSUX | 27.6% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.05%SEC expense filing · as of 2025-12-31 | 0.18%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $2,516SEC expense filing · as of 2025-12-31 | |
| SMALLCAP World Fund IncCSPAX, CSPCX, CSPEX, CSPFX, FSFWX, FSWFX, RLLGX, RSEBX, RSLAX, RSLBX, RSLCX, RSLDX, RSLEX, RSLFX, SCWCX, SCWFX, SFCWX, SMCFX, SMCWX, TSFFX, TWSFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| State Street Equity 500 Index II PortfolioSSEYX | 0.4% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.01%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $505SEC expense filing · as of 2025-12-31 | |
| State Street(R) Communication Services Select Sector SPDR(R) ETFXLC | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETFXLY | 87.6% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.09%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) Energy Select Sector SPDR(R) ETFXLE | 92.9% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.09%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) Financial Select Sector SPDR(R) ETFXLF | 81.8% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.10%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) Health Care Select Sector SPDR(R) ETFXLV | 89.1% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.09%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) Industrial Select Sector SPDR(R) ETFXLI | 89.0% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.09%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETFSPDW | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETFSPYM | 0.0% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.02%SEC expense filing · as of 2025-06-30 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $1,009SEC expense filing · as of 2025-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETFSPYG | 27.8% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.04%SEC expense filing · as of 2025-06-30 | 0.14%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $2,014SEC expense filing · as of 2025-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETFSPYV | 32.9% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.04%SEC expense filing · as of 2025-06-30 | 0.12%fund 2026-03-31; proxy 2026-03-31; expense 2025-06-30 | $2,014SEC expense filing · as of 2025-06-30 | |
| State Street(R) Technology Select Sector SPDR(R) ETFXLK | 51.5% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.16%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| State Street(R) Utilities Select Sector SPDR(R) ETFXLU | 95.6% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-09-30 | 0.08%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $4,014SEC expense filing · as of 2025-09-30 | |
| Strategic Advisers International FundFILFX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| Strategic Advisers U.S. Total Stock FundFSAKX | 32.5% vs VTIfund 2026-05-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.21%SEC expense filing · as of 2025-07-31 | 0.65%fund 2026-05-31; proxy 2026-03-31; expense 2025-07-31 | $10,414SEC expense filing · as of 2025-07-31 | |
| T. Rowe Price Blue Chip Growth Fund, Inc.PABGX, RRBGX, TBCIX, TRBCX, TRZBX | 31.5% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| T. Rowe Price Dividend Growth Fund, Inc.PDGIX, PRDGX, TADGX, TRZDX | 63.0% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| T. Rowe Price Equity Index 500 FundPREIX, PRUIX, TRHZX | 0.1% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| T. Rowe Price Growth Stock Fund, Inc.PRGFX, PRUFX, RRGSX, TRJZX, TRSAX | 25.8% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| T. Rowe Price Mid-Cap Growth Fund, Inc.PAMCX, RPMGX, RPTIX, RRMGX, TRQZX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| T. Rowe Price Overseas Stock FundPAEIX, TROIX, TROSX, TRZSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| T. Rowe Price Value Fund, Inc.PAVLX, TRPIX, TRVLX, TRZAX | 61.2% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | Not filed yetas of not filed yet | Not filed yetfund 2026-03-31; proxy 2026-03-31; expense not filed yet | Not filed yetexpense not filed yet | |
| Thornburg Investment Income Builder FundTIBAX, TIBCX, TIBGX, TIBIX, TIBMX, TIBOX, TIBRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| U.S. CORE EQUITY 1 PORTFOLIODFEOX | 19.4% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.15%SEC expense filing · as of 2025-10-31 | 0.77%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $7,479SEC expense filing · as of 2025-10-31 | |
| U.S. CORE EQUITY 2 PORTFOLIODFQTX | 25.3% vs VTIfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.18%SEC expense filing · as of 2025-10-31 | 0.71%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $8,950SEC expense filing · as of 2025-10-31 | |
| U.S. SMALL CAP PORTFOLIODFSTX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VanEck Gold Miners ETFGDX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VanEck Semiconductor ETFSMH | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD 500 INDEX FUNDVFFSX, VFIAX, VFINX, VOO | 0.2% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.01%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $505SEC expense filing · as of 2025-12-31 | |
| VANGUARD CAPITAL OPPORTUNITY FUNDVHCAX, VHCOX | 73.9% vs IWBfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.32%SEC expense filing · as of 2025-09-30 | 0.43%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $15,713SEC expense filing · as of 2025-09-30 | |
| VANGUARD DEVELOPED MARKETS INDEX FUNDVDIPX, VDVIX, VEA, VTMGX, VTMNX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVDADX, VIG | 58.0% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.07%SEC expense filing · as of 2026-01-31 | 0.12%fund 2026-04-30; proxy 2026-03-31; expense 2026-01-31 | $3,515SEC expense filing · as of 2026-01-31 | |
| VANGUARD DIVIDEND GROWTH FUNDVDIGX | 70.4% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.20%SEC expense filing · as of 2026-01-31 | 0.28%fund 2026-04-30; proxy 2026-03-31; expense 2026-01-31 | $9,927SEC expense filing · as of 2026-01-31 | |
| VANGUARD EMERGING MARKETS STOCK INDEX FUNDVEIEX, VEMAX, VEMIX, VEMRX, VWO | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD EQUITY INCOME FUNDVEIPX, VEIRX | 67.8% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.26%SEC expense filing · as of 2025-09-30 | 0.38%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $12,836SEC expense filing · as of 2025-09-30 | |
| VANGUARD EUROPEAN STOCK INDEX FUNDVESIX, VEUPX, VEURX, VEUSX, VGK | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD EXPLORER FUNDVEXPX, VEXRX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD EXTENDED MARKET INDEX FUNDVEMPX, VEXAX, VEXMX, VIEIX, VSEMX, VXF | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU, VFWAX, VFWPX, VFWSX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD FTSE SOCIAL INDEX FUNDVFTAX, VFTNX | 21.4% vs IVVfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.11%SEC expense filing · as of 2025-08-31 | 0.52%fund 2026-02-28; proxy 2026-03-31; expense 2025-08-31 | $5,504SEC expense filing · as of 2025-08-31 | |
| VANGUARD GROWTH INDEX FUNDVIGAX, VIGIX, VIGRX, VUG | 15.2% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.05%SEC expense filing · as of 2025-12-31 | 0.33%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $2,516SEC expense filing · as of 2025-12-31 | |
| VANGUARD HEALTH CARE FUNDVGHAX, VGHCX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVHYAX, VYM | 40.9% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.08%SEC expense filing · as of 2025-10-31 | 0.20%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $4,014SEC expense filing · as of 2025-10-31 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT, VITAX | 50.9% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.09%SEC expense filing · as of 2025-08-31 | 0.18%fund 2026-02-28; proxy 2026-03-31; expense 2025-08-31 | $4,512SEC expense filing · as of 2025-08-31 | |
| VANGUARD INSTITUTIONAL INDEX FUNDVIIIX, VINIX | 0.2% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.02%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $1,009SEC expense filing · as of 2025-12-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVITNX, VITPX | 0.2% vs VTIfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $1,512SEC expense filing · as of 2025-12-31 | |
| VANGUARD INTERNATIONAL GROWTH FUNDVWIGX, VWILX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD LARGE-CAP INDEX FUNDVLACX, VLCAX, VLISX, VV | 3.6% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.17%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $8,461SEC expense filing · as of 2025-12-31 | |
| VANGUARD MEGA CAP GROWTH INDEX FUNDMGK, VMGAX | 22.6% vs IWFfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.05%SEC expense filing · as of 2025-09-30 | 0.22%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $2,516SEC expense filing · as of 2025-09-30 | |
| VANGUARD MID-CAP GROWTH INDEX FUNDVMGIX, VMGMX, VOT | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD MID-CAP INDEX FUNDVIMAX, VIMSX, VMCIX, VMCPX, VO | 75.4% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.05%SEC expense filing · as of 2025-12-31 | 0.07%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $2,516SEC expense filing · as of 2025-12-31 | |
| VANGUARD MID-CAP VALUE INDEX FUNDVMVAX, VMVIX, VOE | 81.2% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.07%SEC expense filing · as of 2025-12-31 | 0.09%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $3,515SEC expense filing · as of 2025-12-31 | |
| VANGUARD PRIMECAP FUNDVPMAX, VPMCX | 66.6% vs IVVfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.27%SEC expense filing · as of 2025-09-30 | 0.41%fund 2026-03-31; proxy 2026-03-31; expense 2025-09-30 | $13,317SEC expense filing · as of 2025-09-30 | |
| VANGUARD REAL ESTATE INDEX FUNDVGSIX, VGSLX, VGSNX, VNQ | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG, VRGWX | 2.5% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.06%SEC expense filing · as of 2026-01-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-02-28; proxy 2026-03-31; expense 2026-01-31 | $3,016SEC expense filing · as of 2026-01-31 | |
| VANGUARD S&P 500 GROWTH INDEX FUNDVOOG, VSPGX | 28.1% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.07%SEC expense filing · as of 2025-08-31 | 0.25%fund 2026-02-28; proxy 2026-03-31; expense 2025-08-31 | $3,515SEC expense filing · as of 2025-08-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK, VISGX, VSGAX, VSGIX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD SMALL-CAP INDEX FUNDNAESX, VB, VSCIX, VSCPX, VSMAX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD SMALL-CAP VALUE INDEX FUNDVBR, VISVX, VSIAX, VSIIX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUNDVTCIX, VTCLX | 8.5% vs IWBfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.03%SEC expense filing · as of 2025-12-31 | 0.35%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $1,512SEC expense filing · as of 2025-12-31 | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVGTSX, VTIAX, VTISX, VTPSX, VTSNX, VXUS | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD TOTAL STOCK MARKET INDEX FUNDVITSX, VSMPX, VSTSX, VTI, VTSAX, VTSMX | benchmark proxy for this registryVTI is one of the eight comparison portfolios. | benchmark proxy for this registrySelf-comparisons are suppressed. | benchmark proxy for this registry | 0.03%SEC expense filing · as of 2025-12-31 | Not meaningful — index-tracking portfolio (active share under 5%)fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $1,512SEC expense filing · as of 2025-12-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVT, VTWAX, VTWIX | Insufficient identifier coverage — under review. No computed figure is published. | ||||||
| VANGUARD U.S. GROWTH FUNDVWUAX, VWUSX | 35.8% vs IWFfund 2026-02-28; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.25%SEC expense filing · as of 2025-08-31 | 0.70%fund 2026-02-28; proxy 2026-03-31; expense 2025-08-31 | $12,353SEC expense filing · as of 2025-08-31 | |
| VANGUARD VALUE INDEX FUNDVIVAX, VIVIX, VTV, VVIAX | 27.5% vs IWDfund 2026-03-31; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.17%SEC expense filing · as of 2025-12-31 | 0.62%fund 2026-03-31; proxy 2026-03-31; expense 2025-12-31 | $8,461SEC expense filing · as of 2025-12-31 | |
| VANGUARD WINDSOR FUNDVWNDX, VWNEX | 76.7% vs IWDfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.29%SEC expense filing · as of 2025-10-31 | 0.38%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $14,278SEC expense filing · as of 2025-10-31 | |
| VANGUARD WINDSOR II FUNDVWNAX, VWNFX | 69.7% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.24%SEC expense filing · as of 2025-10-31 | 0.34%fund 2026-04-30; proxy 2026-03-31; expense 2025-10-31 | $11,870SEC expense filing · as of 2025-10-31 | |
| Washington Mutual Investors FundAWSHX, CWMAX, CWMCX, CWMEX, CWMFX, FWMIX, FWMMX, FWWMX, RWEBX, RWMAX, RWMBX, RWMCX, RWMEX, RWMFX, RWMGX, RWMHX, TMWMX, TWMMX, WMFFX, WSHCX, WSHFX | 53.0% vs IVVfund 2026-04-30; proxy 2026-03-31 | Not filed yetNo mapped comparison | Not filed yet | 0.55%SEC expense filing · as of 2026-06-30 | 1.04%fund 2026-04-30; proxy 2026-03-31; expense 2026-06-30 | $26,456SEC expense filing · as of 2026-06-30 | |