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 U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX cheaper | 53% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Equity Premium Income Fund · JEPAX, JEPCX, JEPIX, JEPSX, JEPRX cheaper | 45% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Equity Premium Income ETF · JEPI cheaper | 44% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 4 | Hedged Equity Portfolio cheaper diff. adviser | 44% | 0.65% | Pacific Life Fund Advisors LLC |
| 5 | Transamerica JPMorgan Enhanced Index VP cheaper diff. adviser | 44% | 0.61% | Transamerica Asset Management, Inc. |
| 6 | JNL/JPMorgan Hedged Equity Fund cheaper diff. adviser | 44% | 0.66% | Jackson National Asset Management, LLC |
| 7 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 44% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Hedged Equity 3 Fund · JHTRX, JHTAX, JHTCX, JHQTX, JHTGX cheaper | 42% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Hedged Equity 2 Fund · JHDRX, JHDCX, JHQDX, JHDFX, JHDAX cheaper | 42% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO cheaper | 42% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX cheaper | 42% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper | 40% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper | 38% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan Active Value ETF · JAVA cheaper | 35% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 15 | NVIT J.P. Morgan Equity and Options Total Return Fund cheaper diff. adviser | 33% | 0.63% | Nationwide Fund Advisors |
| 16 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper | 33% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 17 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper | 33% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 33% | 0.35% | — |
| 19 | Large Capital Growth Fund · VLCGX cheaper diff. adviser | 33% | 0.66% | The Variable Annuity Life Insurance Company |
| 20 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 33% | 0.30% | — |
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