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 Flexible Income ETF · JFLI cheaper | 40% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Global Allocation Fund · GAOAX, GAOCX, GAOSX, GAONX, GAOZX, GAORX, GAOFX, GAOTX | 24% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan High Yield Fund · OHYFX, OHYAX, OGHCX, JHYUX, JYHRX, JHYZX, JRJYX, JRJKX cheaper | 24% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 4 | JNL/JPMorgan Global Allocation Fund diff. adviser | 22% | 0.76% | Jackson National Asset Management, LLC |
| 5 | LVIP JPMorgan High Yield Fund diff. adviser | 21% | 0.68% | Lincoln Financial Investments Corporation |
| 6 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 21% | 0.32% | BlackRock Fund Advisors |
| 7 | Integrity High Income Fund · IHFAX, IHFCX, IHFIX diff. adviser | 21% | 0.84% | Viking Fund Management, LLC |
| 8 | JPMorgan Income Fund · JGIAX, JGCGX, JMSIX, JMSFX cheaper | 21% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares MSCI World ETF · URTH cheaper diff. adviser | 19% | 0.24% | BlackRock Fund Advisors |
| 10 | SA JPMorgan Diversified Balanced Portfolio diff. adviser | 19% | 0.72% | SunAmerica Asset Management, LLC |
| 11 | JNL/Mellon World Index Fund cheaper diff. adviser | 18% | 0.30% | Jackson National Asset Management, LLC |
| 12 | iShares Broad USD High Yield Corporate Bond ETF · USHY cheaper diff. adviser | 18% | 0.08% | BlackRock Fund Advisors |
| 13 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 18% | 0.09% | DBX Advisors LLC |
| 14 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 18% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | EQ/Global Equity Managed Volatility Portfolio diff. adviser | 18% | 0.85% | Equitable Investment Management Group, LLC |
| 16 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 18% | 0.39% | Allianz Investment Management LLC |
| 17 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 18% | 0.25% | BlackRock Fund Advisors |
| 18 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 18% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 19 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper diff. adviser | 18% | 0.06% | The Vanguard Group, Inc. |
| 20 | Nuveen High Yield Corporate Bond ETF cheaper | 17% | 0.08% | — |
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