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 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX | 67% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 2 | JNL/JPMorgan U.S. Value Fund diff. adviser | 67% | 0.58% | Jackson National Asset Management, LLC |
| 3 | JPMorgan Large Cap Value Fund · HLQVX, OLVAX, OLVCX, JLVRX, JLVZX, JLVMX, OLVRX, OLVTX | 64% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | EQ/JPMorgan Value Opportunities Portfolio diff. adviser | 63% | 0.71% | Equitable Investment Management Group, LLC |
| 5 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX | 59% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 6 | SA JPMorgan Equity-Income Portfolio diff. adviser | 58% | 0.58% | SunAmerica Asset Management, LLC |
| 7 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 53% | 0.30% | — |
| 8 | JPMorgan Value Advantage Fund · JVASX, JVAIX, JVAAX, JVACX, JVAPX, JVAQX, JVARX, JVAYX, JGAQX | 51% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 9 | Value Advantage Portfolio diff. adviser | 50% | 0.67% | Pacific Life Fund Advisors LLC |
| 10 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 46% | 0.20% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 46% | 0.43% | Voya Investments, LLC |
| 12 | AST Large-Cap Value Portfolio diff. adviser | 43% | 0.79% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 13 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 42% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 42% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 15 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper | 41% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 16 | Nuveen Life Large Cap Value Fund · TLLVX diff. adviser | 41% | 0.52% | Teachers Advisors, LLC |
| 17 | JPMorgan Equity Premium Income ETF · JEPI cheaper | 41% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 41% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 41% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper | 41% | 0.20% | J.P. Morgan Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.