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 | Growth-Income Fund cheaper | 79% | 0.28% | Capital Research and Management Company |
| 2 | 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 cheaper | 67% | 0.27% | Capital Research and Management Company |
| 3 | Capital Group Dividend Value ETF · CGDV | 58% | 0.33% | Capital Research and Management Company |
| 4 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX | 58% | 0.33% | Capital Research and Management Company |
| 5 | Capital Group Conservative Equity ETF · CGCV | 54% | 0.33% | Capital Research and Management Company |
| 6 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX cheaper | 54% | 0.27% | Capital Research and Management Company |
| 7 | VistaShares Target 15 S&P 100 Distribution ETF | 51% | — | — |
| 8 | Growth Fund of America · AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX cheaper | 50% | 0.29% | — |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 50% | 0.20% | BlackRock Fund Advisors |
| 10 | Optimized Equity Income ETF · OEI | 50% | 0.75% | — |
| 11 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 50% | 0.79% | Swan Capital Management, LLC |
| 12 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 50% | 0.13% | SSGA Funds Management, Inc. |
| 13 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX diff. adviser | 50% | 0.36% | Hartford Funds Management Company, LLC |
| 14 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 50% | 0.25% | SSGA Funds Management, Inc. |
| 15 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 50% | 0.85% | SSGA Funds Management, Inc. |
| 16 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 17 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 49% | 0.15% | BlackRock Fund Advisors |
| 18 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 49% | 0.36% | Voya Investments, LLC |
| 19 | Hartford Equity Premium Income ETF · HEMI | 49% | 0.49% | — |
| 20 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX diff. adviser | 49% | 0.38% | SSGA Funds Management, Inc. |
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