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 | Franklin Income VIP Fund | 60% | 0.47% | Franklin Advisers, Inc. |
| 2 | JNL/Franklin Templeton Income Fund diff. adviser | 56% | 0.62% | Jackson National Asset Management, LLC |
| 3 | Franklin Income Focus ETF cheaper | 46% | 0.38% | Franklin Advisers, Inc. |
| 4 | Franklin Managed Income Fund · FBLAX, FBMCX, FBFQX, FBFZX, FBFRX | 33% | 0.59% | Franklin Advisers, Inc. |
| 5 | Franklin Income Equity Focus ETF · INCE cheaper | 23% | 0.29% | Franklin Advisers, Inc. |
| 6 | Franklin Templeton SMACS Series E · FQTEX cheaper | 21% | 0.00% | Franklin Advisers, Inc. |
| 7 | Franklin Templeton SMACS Series I cheaper | 21% | 0.00% | Franklin Advisers, Inc. |
| 8 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 20% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 19% | 0.04% | The Vanguard Group, Inc. |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 12 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 19% | 0.03% | The Vanguard Group, Inc. |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 19% | 0.20% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 19% | 0.43% | Voya Investments, LLC |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 19% | 0.04% | SSGA Funds Management, Inc. |
| 16 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 19% | 0.18% | BlackRock Fund Advisors |
| 17 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 18 | PROFUND VP LARGE CAP VALUE diff. adviser | 19% | 1.68% | ProFund Advisors LLC |
| 19 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 20 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 18% | 0.04% | BlackRock Fund Advisors |
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