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 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 37% | 0.54% | Columbia Management Investment Advisers, LLC |
| 2 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 36% | 0.69% | Transamerica Asset Management, Inc. |
| 3 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 35% | 0.00% | Teachers Advisors, LLC |
| 4 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 35% | 0.52% | Teachers Advisors, LLC |
| 5 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 34% | 0.63% | Transamerica Asset Management, Inc. |
| 6 | SA JPMorgan Equity-Income Portfolio cheaper diff. adviser | 34% | 0.58% | SunAmerica Asset Management, LLC |
| 7 | Columbia Variable Portfolio - Select Large Cap Equity Fund diff. adviser | 33% | 0.67% | Columbia Management Investment Advisers, LLC |
| 8 | Transamerica Large Value Active ETF | 33% | — | — |
| 9 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 32% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 32% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 11 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 32% | 1.06% | Zacks Investment Management, Inc. |
| 12 | AB Large Cap Value Fund · ABVAX, ABVCX, ABVYX, ABVIX, ABVZX cheaper diff. adviser | 31% | 0.60% | AllianceBernstein L.P. |
| 13 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX diff. adviser | 31% | 0.65% | Columbia Management Investment Advisers, LLC |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 15 | Invesco Dividend Income Fund · IAUTX, IUTCX, FSTUX, FSIUX, IAUYX, IFUTX cheaper diff. adviser | 31% | 0.60% | Invesco Advisers, Inc. |
| 16 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 31% | 0.92% | Macquarie Investment Management Business Trust |
| 17 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 31% | 0.30% | — |
| 18 | AB EQUITY INCOME FUND INC · AUIAX, AUICX, AUIYX, AUIIX, AUIZX cheaper diff. adviser | 31% | 0.48% | AllianceBernstein L.P. |
| 19 | JNL/JPMorgan U.S. Value Fund cheaper diff. adviser | 31% | 0.58% | Jackson National Asset Management, LLC |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 31% | 0.43% | Voya Investments, LLC |
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