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 | Allspring LT Large Core ETF · ALRG | 93% | 0.28% | Allspring Funds Management, LLC |
| 2 | ELFUN TRUSTS · ELFNX diff. adviser | 50% | 0.17% | SSGA Funds Management, Inc. |
| 3 | Eaton Vance Enhanced Equity Income Fund | 49% | — | — |
| 4 | Stock Portfolio diff. adviser | 49% | — | Boston Management and Research |
| 5 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 49% | — | — |
| 6 | THRIVENT LARGE CAP GROWTH PORTFOLIO diff. adviser | 48% | 0.43% | Thrivent Financial for Lutherans |
| 7 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 48% | 1.00% | Sit Investment Associates, Inc. |
| 8 | Monopoly ETF | 48% | 0.79% | — |
| 9 | iShares S&P 100 ETF · OEF diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 10 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 48% | 0.74% | Thrivent Asset Management, LLC |
| 11 | VistaShares Target 15 S&P 100 Distribution ETF | 47% | — | — |
| 12 | Invesco S&P 500 Top 50 ETF · XLG diff. adviser | 47% | 0.20% | Invesco Capital Management LLC |
| 13 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX diff. adviser | 47% | 0.60% | Putnam Investment Management, LLC |
| 14 | Nuveen Sustainable Core ETF · NSCR diff. adviser | 47% | 0.45% | Nuveen Fund Advisors, LLC |
| 15 | Putnam VT Large Cap Growth Fund diff. adviser | 47% | 0.64% | Putnam Investment Management, LLC |
| 16 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 47% | 1.07% | Lincoln Financial Investments Corporation |
| 17 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 47% | 0.61% | — |
| 18 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 47% | — | — |
| 19 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK diff. adviser | 47% | 0.05% | The Vanguard Group, Inc. |
| 20 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 47% | 0.79% | Aptus Capital Advisors, LLC |
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