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 | DWS Core Equity Fund · SUWAX, SUWCX, SCDGX, SUWIX, SUWZX cheaper | 53% | 0.49% | DWS Investment Management Americas, Inc. |
| 2 | DWS Core Equity VIP | 53% | 0.58% | DWS Investment Management Americas, Inc. |
| 3 | SGI Enhanced Market Leaders ETF · LDRX | 51% | 0.59% | — |
| 4 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper diff. adviser | 49% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 5 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 49% | 0.63% | Nationwide Fund Advisors |
| 6 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 49% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 7 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 49% | 0.20% | BlackRock Fund Advisors |
| 8 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 48% | 0.35% | — |
| 9 | Large Cap Core Portfolio I diff. adviser | 48% | — | UBS Trust Company of Puerto Rico |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 48% | 0.05% | The Vanguard Group, Inc. |
| 11 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 48% | 0.75% | Exchange Traded Concepts, LLC |
| 12 | VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX cheaper diff. adviser | 47% | 0.03% | The Vanguard Group, Inc. |
| 13 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 47% | 0.99% | Advisors Preferred, LLC |
| 14 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 47% | 0.18% | — |
| 15 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 47% | 0.32% | — |
| 16 | RACWI US ETF · RAUS cheaper | 47% | 0.00% | — |
| 17 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 47% | 0.15% | BlackRock Fund Advisors |
| 18 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 47% | 0.05% | WisdomTree Digital Management, Inc. |
| 19 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 47% | 0.00% | American Century Investment Management, Inc. |
| 20 | NAA LARGE CORE SERIES diff. adviser | 47% | 0.94% | New Age Alpha Advisors, LLC |
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