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 | Bond Fund · JHNBX, JHCBX, JHBIX, JHBSX, JHRBX, JBFRX cheaper | 33% | 0.35% | John Hancock Investment Management LLC |
| 2 | Active Bond Trust · JAHDX, JAHFX, JAHEX diff. adviser | 31% | 0.65% | John Hancock Variable Trust Advisers LLC |
| 3 | ONEASCENT LARGE CAP CORE ETF · OALC cheaper diff. adviser | 31% | 0.49% | OneAscent Investment Solutions, LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 30% | 0.05% | The Vanguard Group, Inc. |
| 5 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 30% | — | Boston Management and Research |
| 6 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 30% | 0.45% | Principal Global Investors, LLC |
| 7 | Persimmon Long/Short Fund · LSEIX diff. adviser | 30% | 1.99% | Dakota Wealth, LLC. |
| 8 | Principal Capital Appreciation Account diff. adviser | 29% | 0.63% | Principal Global Investors, LLC |
| 9 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX diff. adviser | 29% | 0.74% | Domini Impact Investments LLC |
| 10 | Alpha Architect US Equity ETF · AAUS cheaper | 29% | 0.15% | — |
| 11 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 29% | 0.05% | WisdomTree Digital Management, Inc. |
| 12 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 29% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 14 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 29% | 0.32% | — |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 29% | 0.15% | BlackRock Fund Advisors |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 29% | 0.36% | Voya Investments, LLC |
| 17 | RACWI US ETF · RAUS cheaper | 29% | 0.00% | — |
| 18 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper diff. adviser | 29% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 29% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 29% | 0.79% | Swan Capital Management, LLC |
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