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 | DANA LARGE CAP EQUITY FUND · DLCEX, DLCIX cheaper | 65% | 0.75% | Dana Investment Advisors, Inc. |
| 2 | Large Cap Core Portfolio I diff. adviser | 44% | — | UBS Trust Company of Puerto Rico |
| 3 | Adams Diversified Equity Fund, Inc. | 43% | — | — |
| 4 | LVIP Nomura Social Awareness Fund cheaper diff. adviser | 42% | 0.43% | Lincoln Financial Investments Corporation |
| 5 | Invesco V.I. Core Equity Fund cheaper diff. adviser | 42% | 0.80% | Invesco Advisers, Inc. |
| 6 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 42% | 0.00% | American Century Investment Management, Inc. |
| 7 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 42% | 0.68% | Invesco Advisers, Inc. |
| 8 | DWS ESG Core Equity Fund · DESRX, DESUX, DESSX, DESGX, DESAX, DESCX cheaper diff. adviser | 42% | 0.55% | DWS Investment Management Americas, Inc. |
| 9 | American Century Large Cap Equity ETF · ACLC cheaper | 42% | 0.39% | — |
| 10 | Invesco V.I. American Franchise Fund diff. adviser | 42% | 0.85% | Invesco Advisers, Inc. |
| 11 | FT Vest Total Return Income Fund: Series A2 | 42% | — | — |
| 12 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 42% | 0.61% | Invesco Advisers, Inc. |
| 13 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX cheaper | 42% | 0.61% | — |
| 14 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 41% | 0.57% | BlackRock Fund Advisors |
| 15 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 41% | 0.35% | Harbor Capital Advisors, Inc. |
| 16 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 41% | 0.18% | — |
| 17 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 41% | 0.74% | Thrivent Asset Management, LLC |
| 18 | Invesco Rising Dividends Fund cheaper diff. adviser | 41% | 0.64% | Invesco Advisers, Inc. |
| 19 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper diff. adviser | 41% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 41% | 0.20% | Invesco Capital Management LLC |
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