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 | Capital Group Conservative Equity ETF · CGCV | 82% | 0.33% | Capital Research and Management Company |
| 2 | Growth-Income Fund | 55% | 0.28% | Capital Research and Management Company |
| 3 | Capital Group Dividend Value ETF · CGDV | 54% | 0.33% | Capital Research and Management Company |
| 4 | Capital Group Core Equity ETF · CGUS | 54% | 0.33% | Capital Research and Management Company |
| 5 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX | 54% | 0.27% | Capital Research and Management Company |
| 6 | Washington Mutual Investors Fund · AWSHX, RWMAX, RWMBX, RWMCX, RWMEX, RWMFX, WSHCX, WSHFX, CWMAX, CWMCX, CWMEX, CWMFX, WMFFX, RWMGX, RWEBX, RWMHX, FWMIX, TMWMX, TWMMX, FWMMX, FWWMX cheaper | 53% | 0.26% | Capital Research and Management Company |
| 7 | Washington Mutual Investors Fund cheaper | 53% | 0.25% | Capital Research and Management Company |
| 8 | Capital Group U.S. Equity Fund · CUSEX | 47% | 0.43% | Capital Research and Management Company |
| 9 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 45% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 45% | 0.08% | BlackRock Fund Advisors |
| 12 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 43% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 42% | 0.15% | BlackRock Fund Advisors |
| 14 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 42% | 0.06% | Franklin Advisory Services, LLC |
| 15 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 42% | 0.36% | Voya Investments, LLC |
| 16 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 42% | 0.04% | BlackRock Fund Advisors |
| 17 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 42% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 42% | 0.09% | — |
| 19 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 42% | 0.48% | DWS Investment Management Americas, Inc. |
| 20 | Dividend Growth Portfolio diff. adviser | 41% | 0.67% | Pacific Life Fund Advisors LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.