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 | MM Equity Asset Fund cheaper | 40% | 0.28% | — |
| 2 | LVIP Invesco Select Equity Income Managed Volatility Fund diff. adviser | 36% | 0.58% | Lincoln Financial Investments Corporation |
| 3 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 31% | 1.10% | Calamos Advisors LLC |
| 4 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX diff. adviser | 31% | 0.61% | Voya Investments, LLC |
| 5 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX diff. adviser | 31% | 0.55% | Fidelity Management & Research Company LLC |
| 6 | Azoria 500 Meritocracy ETF · SPXM | 30% | 0.47% | — |
| 7 | Victory 500 Index VIP Series cheaper diff. adviser | 30% | 0.28% | Victory Capital Management Inc. |
| 8 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 30% | 0.10% | Invesco Capital Management LLC |
| 9 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 29% | 0.00% | — |
| 10 | CornerCap Fundametrics Large-Cap ETF · FUNL diff. adviser | 29% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 11 | LargeCap S&P 500 Managed Volatility Index Account diff. adviser | 29% | 0.37% | Principal Global Investors, LLC |
| 12 | Allspring Large Cap Value Portfolio diff. adviser | 29% | — | Allspring Funds Management, LLC |
| 13 | Nuveen S&P 500 Buy-Write Income Fund | 27% | — | — |
| 14 | Allspring Large Company Value Fund · WWIDX, WLCAX, WFLVX, WLCIX, WTLVX | 27% | 0.40% | — |
| 15 | MML Equity Rotation Fund diff. adviser | 26% | 0.70% | MML Investment Advisers, LLC |
| 16 | Allspring Large Company Value Portfolio | 26% | — | — |
| 17 | Hartford Longevity Economy ETF · HLGE | 26% | 0.44% | — |
| 18 | Global X S&P 500 ESG Covered Call ETF diff. adviser | 26% | 0.60% | Global X Management Company LLC |
| 19 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 26% | 2.02% | Gotham Asset Management, LLC |
| 20 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 25% | 0.05% | Thrivent Asset Management, LLC |
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