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 | Columbia Variable Portfolio - Balanced Fund | 91% | 0.75% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 60% | 0.61% | — |
| 3 | Columbia Variable Portfolio - Contrarian Core Fund | 60% | 0.70% | Columbia Management Investment Advisers, LLC |
| 4 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX | 57% | 0.71% | Voya Investments, LLC |
| 5 | iShares Russell Top 200 ETF · IWL cheaper | 41% | 0.15% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 41% | 0.36% | Voya Investments, LLC |
| 7 | Optimized Equity Income ETF · OEI | 41% | 0.75% | — |
| 8 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper | 41% | 0.20% | Columbia Management Investment Advisers, LLC |
| 9 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper | 41% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 41% | 0.05% | The Vanguard Group, Inc. |
| 11 | Columbia Variable Portfolio - Large Cap Index Fund cheaper | 40% | 0.25% | Columbia Management Investment Advisers, LLC |
| 12 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX | 40% | 0.90% | Calamos Advisors LLC |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 40% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | NEOS Boosted S&P 500(R) High Income ETF | 40% | — | — |
| 15 | Invesco MSCI North America Climate ETF cheaper | 40% | 0.09% | Invesco Capital Management LLC |
| 16 | Penn Series Index 500 Fund cheaper | 40% | 0.34% | Penn Mutual Asset Management, LLC |
| 17 | FT Vest Total Return Income Fund: Series A2 | 40% | — | — |
| 18 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper | 40% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 19 | Franklin U.S. Equity Index ETF · USPX cheaper | 40% | 0.03% | Franklin Advisory Services, LLC |
| 20 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper | 40% | 0.00% | Morgan Stanley Investment Management Inc. |
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