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 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 98% | 0.61% | Transamerica Asset Management, Inc. |
| 2 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 98% | 0.66% | Jackson National Asset Management, LLC |
| 3 | Hedged Equity Portfolio diff. adviser | 98% | 0.65% | Pacific Life Fund Advisors LLC |
| 4 | JPMorgan Hedged Equity 2 Fund · JHDRX, JHDCX, JHQDX, JHDFX, JHDAX | 96% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Hedged Equity 3 Fund · JHTRX, JHTAX, JHTCX, JHQTX, JHTGX | 96% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX | 94% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO | 92% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper | 88% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 74% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Fundamental Data Science Large Core ETF · LCDS | 73% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 11 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 73% | 0.63% | Nationwide Fund Advisors |
| 12 | JPMorgan Equity Premium Yield ETF · ROCY | 72% | 0.35% | — |
| 13 | JPMorgan Equity and Options Total Return ETF · JOYT | 71% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 14 | Large Capital Growth Fund · VLCGX diff. adviser | 68% | 0.66% | The Variable Annuity Life Insurance Company |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 67% | 0.15% | BlackRock Fund Advisors |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 66% | 0.36% | Voya Investments, LLC |
| 17 | ATM Large Cap Managed Volatility Portfolio diff. adviser | 65% | 0.59% | Equitable Investment Management Group, LLC |
| 18 | EQ/500 Managed Volatility Portfolio diff. adviser | 65% | 0.54% | Equitable Investment Management Group, LLC |
| 19 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 65% | 0.02% | Charles Schwab Investment Management, Inc. |
| 20 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 65% | 0.01% | Fidelity Management & Research Company LLC |
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