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 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX diff. adviser | 59% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 2 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX | 46% | 0.72% | John Hancock Investment Management LLC |
| 3 | John Hancock Fundamental All Cap Core ETF · JHAC | 45% | 0.72% | John Hancock Investment Management LLC |
| 4 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX cheaper diff. adviser | 45% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 5 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper | 44% | 0.65% | John Hancock Investment Management LLC |
| 6 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 26% | 0.64% | Pear Tree Advisors Inc. |
| 7 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper diff. adviser | 24% | 0.57% | Victory Capital Management Inc. |
| 8 | Hillman Value Fund · HCMAX diff. adviser | 24% | 0.95% | Hillman Capital Management |
| 9 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 23% | 0.52% | Brown Advisory LLC |
| 10 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 23% | 0.25% | Invesco Capital Management LLC |
| 11 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX cheaper diff. adviser | 23% | 0.61% | Voya Investments, LLC |
| 12 | Equity Income Trust · JAEEX, JAEGX, JAEFX cheaper diff. adviser | 22% | 0.71% | John Hancock Variable Trust Advisers LLC |
| 13 | Equity Income Fund · JIEMX, JHEIX, JHERX | 22% | 0.72% | — |
| 14 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper diff. adviser | 22% | 0.47% | Fidelity Management & Research Company LLC |
| 15 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 22% | 0.64% | — |
| 16 | AB US Equity ETF · XCHG cheaper | 22% | 0.50% | — |
| 17 | Equity Income Portfolio cheaper diff. adviser | 22% | 0.57% | Mason Street Advisors, LLC |
| 18 | JNL/JPMorgan U.S. Value Fund cheaper diff. adviser | 22% | 0.58% | Jackson National Asset Management, LLC |
| 19 | T. Rowe Price Equity Income ETF · TEQI cheaper diff. adviser | 22% | 0.54% | T. Rowe Price Associates, Inc. |
| 20 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX cheaper diff. adviser | 22% | 0.44% | J.P. Morgan Investment Management, Inc. |
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