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 U.S. Dividend Income Fund · JIDVX, JNDVX, JDDVX cheaper | 60% | 0.57% | — |
| 2 | Janus Henderson Research Portfolio · JAGRX | 49% | 0.67% | Janus Henderson Investors US LLC |
| 3 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 49% | 0.72% | — |
| 4 | Janus Henderson Balanced Portfolio · JABLX | 48% | 0.62% | Janus Henderson Investors US LLC |
| 5 | Janus Henderson Balanced Fund · JABAX, JDBAX, JABCX, JBALX, JDBRX, JABRX, JANBX, JABNX cheaper | 48% | 0.57% | — |
| 6 | Optimized Equity Income ETF · OEI | 47% | 0.75% | — |
| 7 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX | 47% | 1.07% | Lincoln Financial Investments Corporation |
| 8 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper | 47% | 0.55% | Nationwide Fund Advisors |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 47% | 0.05% | The Vanguard Group, Inc. |
| 10 | Destinations Shelter Fund · DSHFX, DSHZX | 46% | 1.00% | Brinker Capital Investments, LLC |
| 11 | NYLI VP Janus Henderson Balanced Portfolio cheaper | 46% | 0.57% | New York Life Investment Management LLC |
| 12 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 13 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 46% | 0.39% | AllianceBernstein L.P. |
| 14 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX | 46% | 1.00% | Crossmark Global Investments, Inc. |
| 15 | Appreciation Portfolio | 46% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 16 | NVIT J.P. Morgan Large Cap Growth Fund cheaper | 46% | 0.44% | Nationwide Fund Advisors |
| 17 | EQ/JPMorgan Growth Stock Portfolio | 46% | 0.71% | Equitable Investment Management Group, LLC |
| 18 | Invesco S&P 500 Top 50 ETF · XLG cheaper | 46% | 0.20% | Invesco Capital Management LLC |
| 19 | Aptus Drawdown Managed Equity ETF · ADME | 46% | 0.79% | Aptus Capital Advisors, LLC |
| 20 | iShares S&P 100 ETF · OEF cheaper | 46% | 0.20% | BlackRock Fund Advisors |
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