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 Wealth Appreciation Strategy · AWAAX, AWACX, AWAYX | 93% | 0.75% | AllianceBernstein L.P. |
| 2 | Tax-Aware Overlay A Portfolio · SATOX, SATTX | 74% | 1.07% | AllianceBernstein L.P. |
| 3 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 56% | 0.39% | AllianceBernstein L.P. |
| 4 | Overlay A Portfolio · SAOOX, SAOTX | 55% | 1.09% | AllianceBernstein L.P. |
| 5 | AB US Equity ETF · XCHG cheaper | 43% | 0.50% | — |
| 6 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 40% | 1.22% | AllianceBernstein L.P. |
| 7 | Variable Portfolio - Partners Core Equity Fund cheaper diff. adviser | 39% | 0.68% | Columbia Management Investment Advisers, LLC |
| 8 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 39% | 0.90% | Calamos Advisors LLC |
| 9 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 39% | 0.80% | AllianceBernstein L.P. |
| 10 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 39% | 0.15% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 39% | 0.36% | Voya Investments, LLC |
| 12 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 39% | 0.48% | DWS Investment Management Americas, Inc. |
| 13 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 39% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 39% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 15 | Optimized Equity Income ETF · OEI | 39% | 0.75% | — |
| 16 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 38% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 18 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
| 19 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 38% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 20 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 38% | 0.00% | Morgan Stanley Investment Management Inc. |
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