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 | Voya VACS Series LCC Fund · VVLCX cheaper | 71% | 0.15% | — |
| 2 | VOYA LARGE CAP VALUE FUND · IEDAX, IEDCX, IEDIX, IWEDX, IEDRX, IEDZX, IEDBX cheaper | 63% | 0.61% | Voya Investments, LLC |
| 3 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX | 47% | 0.69% | Voya Investments, LLC |
| 4 | Voya Large Cap Growth Portfolio · IEOPX, IEOHX, IEOSX, IEOTX, VRLCX | 46% | 0.67% | Voya Investments, LLC |
| 5 | VOYA LARGE-CAP GROWTH FUND · NLCAX, NLCCX, PLCIX, IGOWX, VGORX, VGOSX cheaper | 46% | 0.56% | Voya Investments, LLC |
| 6 | CONNORS HEDGED EQUITY FUND diff. adviser | 45% | 1.10% | Connors Investor Services, Inc. |
| 7 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 45% | 0.79% | Swan Capital Management, LLC |
| 8 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 44% | 0.59% | — |
| 9 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 43% | 1.09% | — |
| 10 | WesMark Large Company Fund · WMKGX diff. adviser | 43% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 11 | Sapient Quality Select ETF | 43% | 0.80% | — |
| 12 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 43% | 0.45% | Principal Global Investors, LLC |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 42% | 0.20% | BlackRock Fund Advisors |
| 14 | PSF PGIM Jennison Blend Portfolio cheaper diff. adviser | 42% | 0.45% | PGIM INVESTMENTS LLC |
| 15 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 42% | 0.26% | BlackRock Fund Advisors |
| 16 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 42% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 17 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 42% | 0.59% | Fidelity Management & Research Company LLC |
| 18 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 42% | 0.81% | H.M. Payson & Co. |
| 19 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 42% | 0.20% | Invesco Capital Management LLC |
| 20 | DANA LARGE CAP EQUITY FUND · DLCEX, DLCIX diff. adviser | 42% | 0.75% | Dana Investment Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.