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 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 48% | 0.55% | Nationwide Fund Advisors |
| 2 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX | 47% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Active Growth ETF · JGRO | 47% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 46% | 0.20% | BlackRock Fund Advisors |
| 5 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX | 45% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 6 | NVIT J.P. Morgan Large Cap Growth Fund diff. adviser | 45% | 0.44% | Nationwide Fund Advisors |
| 7 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 45% | 0.71% | Equitable Investment Management Group, LLC |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 45% | — | — |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 44% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 44% | 0.20% | BlackRock Fund Advisors |
| 11 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 44% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 12 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 44% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | Optimized Equity Income ETF · OEI | 44% | 0.75% | — |
| 14 | JPMorgan NASDAQ Equity Premium Yield ETF · ROCQ | 44% | — | — |
| 15 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ | 44% | — | J.P. Morgan Investment Management, Inc. |
| 16 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 44% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Hedged Equity Portfolio diff. adviser | 44% | 0.65% | Pacific Life Fund Advisors LLC |
| 18 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 44% | 0.61% | Transamerica Asset Management, Inc. |
| 19 | Motley Fool 100 Index ETF · TMFC diff. adviser | 44% | 0.50% | Motley Fool Asset Management |
| 20 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 44% | 0.66% | Jackson National Asset Management, LLC |
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