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 Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper | 93% | 0.00% | Allspring Funds Management, LLC |
| 2 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 51% | 0.17% | SSGA Funds Management, Inc. |
| 3 | Monopoly ETF | 51% | 0.79% | — |
| 4 | Eaton Vance Enhanced Equity Income Fund | 50% | — | — |
| 5 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX diff. adviser | 50% | 0.60% | Putnam Investment Management, LLC |
| 6 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 50% | 1.00% | Sit Investment Associates, Inc. |
| 7 | Stock Portfolio diff. adviser | 50% | — | Boston Management and Research |
| 8 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 50% | — | — |
| 9 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 50% | — | — |
| 10 | Eaton Vance Enhanced Equity Income Fund II | 50% | — | — |
| 11 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 49% | 0.20% | Invesco Capital Management LLC |
| 12 | THRIVENT LARGE CAP GROWTH PORTFOLIO diff. adviser | 49% | 0.43% | Thrivent Financial for Lutherans |
| 13 | Janus Henderson Research Portfolio · JAGRX diff. adviser | 49% | 0.67% | Janus Henderson Investors US LLC |
| 14 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 49% | 0.72% | — |
| 15 | Putnam VT Large Cap Growth Fund diff. adviser | 49% | 0.64% | Putnam Investment Management, LLC |
| 16 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 48% | 0.74% | Thrivent Asset Management, LLC |
| 17 | Putnam Focused Equity Fund diff. adviser | 48% | 0.71% | Putnam Investment Management, LLC |
| 18 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 19 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 48% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 20 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ diff. adviser | 48% | — | J.P. Morgan Investment Management, Inc. |
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