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 Large Cap Value Fund · ABVAX, ABVCX, ABVYX, ABVIX, ABVZX | 61% | 0.60% | AllianceBernstein L.P. |
| 2 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 50% | 0.39% | AllianceBernstein L.P. |
| 3 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 43% | 0.80% | AllianceBernstein L.P. |
| 4 | AB US Low Volatility Equity ETF · LOWV cheaper | 41% | 0.39% | AllianceBernstein L.P. |
| 5 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 40% | 0.92% | Park Avenue Institutional Advisers LLC |
| 6 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 38% | 0.62% | — |
| 7 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 37% | 0.85% | Fred Alger Management, Inc. |
| 8 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 37% | 0.68% | Columbia Management Investment Advisers, LLC |
| 9 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX diff. adviser | 37% | 0.62% | Fred Alger Management, Inc. |
| 10 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 36% | 0.55% | Nationwide Fund Advisors |
| 11 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 36% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO diff. adviser | 35% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 13 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 35% | 0.63% | Nationwide Fund Advisors |
| 14 | SA JPMorgan Equity-Income Portfolio diff. adviser | 35% | 0.58% | SunAmerica Asset Management, LLC |
| 15 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 35% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 16 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 35% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX diff. adviser | 35% | 0.65% | Natixis Advisors, LLC |
| 18 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 35% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 35% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 20 | Hedged Equity Portfolio diff. adviser | 35% | 0.65% | Pacific Life Fund Advisors LLC |
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