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 Global Select Equity ETF · JGLO | 53% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 32% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Equity Premium Income Fund · JEPAX, JEPCX, JEPIX, JEPSX, JEPRX cheaper | 32% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Equity Premium Income ETF · JEPI cheaper | 32% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 5 | Large-Cap Core Portfolio diff. adviser | 32% | 0.48% | Pacific Life Fund Advisors LLC |
| 6 | NVIT J.P. Morgan U.S. Equity Fund cheaper diff. adviser | 32% | 0.44% | Nationwide Fund Advisors |
| 7 | Large Cap Blend Portfolio diff. adviser | 32% | 0.72% | Mason Street Advisors, LLC |
| 8 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper | 31% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 9 | LVIP JPMorgan U.S. Equity Fund diff. adviser | 31% | 0.65% | Lincoln Financial Investments Corporation |
| 10 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 31% | 0.55% | Nationwide Fund Advisors |
| 11 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 31% | 0.54% | Columbia Management Investment Advisers, LLC |
| 12 | abrdn Total Dynamic Dividend Fund | 31% | — | — |
| 13 | SA JPMorgan Large Cap Core Portfolio diff. adviser | 31% | 0.70% | SunAmerica Asset Management, LLC |
| 14 | abrdn Global Dynamic Dividend Fund | 31% | — | — |
| 15 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper | 30% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 16 | abrdn Dynamic Dividend Fund · ADAVX, ADVDX diff. adviser | 30% | 1.26% | abrdn Inc. |
| 17 | Hedged Equity Portfolio diff. adviser | 30% | 0.65% | Pacific Life Fund Advisors LLC |
| 18 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 30% | 0.61% | Transamerica Asset Management, Inc. |
| 19 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 30% | 0.66% | Jackson National Asset Management, LLC |
| 20 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO | 30% | 0.50% | J.P. Morgan Investment Management, Inc. |
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