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 | Income Equity Fund · NOIEX diff. adviser | 53% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 2 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 53% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 3 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 48% | 0.06% | Franklin Advisory Services, LLC |
| 4 | Optimized Equity Income ETF · OEI | 48% | 0.75% | — |
| 5 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 48% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 48% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 48% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 8 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 9 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 48% | 0.15% | Franklin Advisory Services, LLC |
| 10 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 47% | 0.56% | SunAmerica Asset Management, LLC |
| 11 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 47% | 0.18% | Fidelity Management & Research Company LLC |
| 12 | Columbia Variable Portfolio - Contrarian Core Fund diff. adviser | 47% | 0.70% | Columbia Management Investment Advisers, LLC |
| 13 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX diff. adviser | 47% | 0.71% | Voya Investments, LLC |
| 14 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 47% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 15 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 47% | 0.61% | — |
| 16 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 47% | 0.05% | The Vanguard Group, Inc. |
| 17 | Pictet AI Enhanced US Equity ETF · PQUS cheaper | 47% | 0.22% | — |
| 18 | BlackRock Advantage Large Cap Core Portfolio diff. adviser | 47% | 0.49% | BlackRock Advisors, LLC |
| 19 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 47% | 0.35% | BlackRock Fund Advisors |
| 20 | BlackRock Advantage Large Cap Core V.I. Fund diff. adviser | 47% | 0.66% | BlackRock Advisors, LLC |
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