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 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX | 91% | 0.66% | Hartford Funds Management Company, LLC |
| 2 | CTIVP - Wellington Large Cap Value Fund cheaper diff. adviser | 91% | 0.62% | Columbia Management Investment Advisers, LLC |
| 3 | Hartford Quality Value ETF · ACVU cheaper | 79% | 0.45% | Hartford Funds Management Company, LLC |
| 4 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 34% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 5 | THE HARTFORD CAPITAL APPRECIATION FUND · ITHAX, HCACX, HCAYX, ITHIX, ITHRX, ITHSX, ITHTX, ITHVX, HCAFX | 34% | 0.70% | Hartford Funds Management Company, LLC |
| 6 | Transamerica Large Value Active ETF | 33% | — | — |
| 7 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 32% | 0.47% | Invesco Advisers, Inc. |
| 8 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 31% | 0.63% | Transamerica Asset Management, Inc. |
| 9 | THRIVENT LARGE CAP VALUE FUND · AAUTX, TLVIX cheaper diff. adviser | 30% | 0.56% | Thrivent Asset Management, LLC |
| 10 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX diff. adviser | 30% | 0.69% | Voya Investments, LLC |
| 11 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 30% | 0.50% | Gotham Asset Management, LLC |
| 12 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 30% | 0.50% | Tidal Investments LLC |
| 13 | Eaton Vance Large-Cap Value Fund · EHSTX, ECSTX, ERSTX, EILVX, ERLVX diff. adviser | 30% | 0.70% | Boston Management and Research |
| 14 | VY(R) INVESCO COMSTOCK PORTFOLIO · IVKAX, IVKIX, IVKSX, IVKTX diff. adviser | 30% | 0.70% | Voya Investments, LLC |
| 15 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 30% | 0.69% | Transamerica Asset Management, Inc. |
| 16 | Penn Series Large Core Value Fund diff. adviser | 30% | 0.91% | Penn Mutual Asset Management, LLC |
| 17 | EQ/Invesco Comstock Portfolio diff. adviser | 29% | 0.75% | Equitable Investment Management Group, LLC |
| 18 | Invesco Comstock Portfolio cheaper diff. adviser | 29% | 0.57% | Brighthouse Investment Advisers, LLC |
| 19 | Invesco Comstock Contrarian Equity ETF cheaper diff. adviser | 29% | 0.35% | Invesco Capital Management LLC |
| 20 | CONNORS HEDGED EQUITY FUND diff. adviser | 29% | 1.10% | Connors Investor Services, Inc. |
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