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 | AB EQUITY INCOME FUND INC · AUIAX, AUICX, AUIYX, AUIIX, AUIZX cheaper | 61% | 0.48% | AllianceBernstein L.P. |
| 2 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 39% | 0.39% | AllianceBernstein L.P. |
| 3 | JNL/JPMorgan U.S. Value Fund cheaper diff. adviser | 35% | 0.58% | Jackson National Asset Management, LLC |
| 4 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX cheaper diff. adviser | 35% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 5 | AB Mid Cap Value Portfolio · ABMVX | 34% | 0.67% | AllianceBernstein L.P. |
| 6 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 34% | 0.80% | AllianceBernstein L.P. |
| 7 | SA JPMorgan Equity-Income Portfolio cheaper diff. adviser | 33% | 0.58% | SunAmerica Asset Management, LLC |
| 8 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 33% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 32% | 0.30% | — |
| 10 | Value Fund · HOVLX diff. adviser | 31% | 0.62% | Homestead Advisers Corp. |
| 11 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 30% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | JPMorgan Active Value ETF · JAVA cheaper diff. adviser | 30% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 28% | 0.43% | Voya Investments, LLC |
| 15 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 28% | 0.00% | Teachers Advisors, LLC |
| 16 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 27% | 0.52% | Teachers Advisors, LLC |
| 17 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX diff. adviser | 27% | 0.61% | Voya Investments, LLC |
| 18 | Relative Strength Managed Volatility Strategy ETF · RSMV diff. adviser | 26% | 0.95% | Teucrium Investment Advisors, LLC |
| 19 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX diff. adviser | 26% | 0.71% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper diff. adviser | 26% | 0.00% | Fidelity Management & Research Company LLC |
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