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 and Income Portfolio cheaper | 76% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX cheaper | 57% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. cheaper | 54% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 4 | BNY Mellon Dynamic Value Fund · DAGVX, DCGVX, DRGVX, DRGYX cheaper | 52% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX cheaper | 52% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 6 | BNY Mellon Dynamic Value ETF · BKDV cheaper diff. adviser | 52% | 0.60% | BNY Mellon ETF Investment Adviser, LLC |
| 7 | BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX | 51% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 8 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper diff. adviser | 50% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund · NWAPX, NWAOX, NWALX, NWAMX, NWANX cheaper diff. adviser | 50% | 0.60% | Nationwide Fund Advisors |
| 10 | MFS Research Series cheaper diff. adviser | 50% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | NYLI VP MFS Research Portfolio diff. adviser | 50% | 0.75% | New York Life Investment Management LLC |
| 12 | Destinations Large Cap Equity Fund · DLCFX, DLCZX cheaper diff. adviser | 50% | 0.66% | Brinker Capital Investments, LLC |
| 13 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 49% | 0.59% | — |
| 14 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 49% | 0.26% | BlackRock Fund Advisors |
| 15 | JNL/Newton Equity Income Fund cheaper diff. adviser | 49% | 0.57% | Jackson National Asset Management, LLC |
| 16 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund cheaper diff. adviser | 49% | 0.51% | Nationwide Fund Advisors |
| 17 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 49% | 0.20% | BlackRock Fund Advisors |
| 18 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 49% | 0.15% | BlackRock Fund Advisors |
| 19 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 49% | 0.36% | Voya Investments, LLC |
| 20 | Optimized Equity Income ETF · OEI | 48% | 0.75% | — |
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