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 | Janus Henderson Balanced Portfolio · JABLX | 97% | 0.62% | Janus Henderson Investors US LLC |
| 2 | NYLI VP Janus Henderson Balanced Portfolio | 91% | 0.57% | New York Life Investment Management LLC |
| 3 | Transamerica Janus Balanced VP | 84% | 0.74% | Transamerica Asset Management, Inc. |
| 4 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 48% | 0.62% | — |
| 5 | Janus Henderson Global Research Portfolio · JAWGX | 45% | 0.72% | Janus Henderson Investors US LLC |
| 6 | Janus Henderson Global Research Fund · JAWWX, JDWAX, JWWCX, JWWFX, JDWRX, JWGRX, JANWX, JDWNX | 45% | 0.75% | — |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 45% | 0.05% | The Vanguard Group, Inc. |
| 8 | Cornerstone Total Return Fund, Inc. | 44% | — | — |
| 9 | iShares Russell Top 200 ETF · IWL cheaper | 44% | 0.15% | BlackRock Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 44% | 0.36% | Voya Investments, LLC |
| 11 | Aptus Drawdown Managed Equity ETF · ADME | 44% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | Aptus Collared Investment Opportunity ETF · ACIO | 44% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper | 43% | 0.48% | DWS Investment Management Americas, Inc. |
| 14 | Persimmon Long/Short Fund · LSEIX | 43% | 1.99% | Dakota Wealth, LLC. |
| 15 | Cornerstone Strategic Investment Fund, Inc. | 43% | — | — |
| 16 | Optimized Equity Income ETF · OEI | 43% | 0.75% | — |
| 17 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper | 43% | 0.11% | Invesco Capital Management LLC |
| 18 | FT Vest Total Return Income Fund: Series A2 | 43% | — | — |
| 19 | TAX-MANAGED GROWTH PORTFOLIO | 43% | — | Boston Management and Research |
| 20 | FT Vest Total Return Income Fund: Series A3 | 42% | — | — |
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