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 | Large Cap Core Portfolio I diff. adviser | 52% | — | UBS Trust Company of Puerto Rico |
| 2 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 50% | 0.36% | Hartford Funds Management Company, LLC |
| 3 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX diff. adviser | 50% | 0.59% | Hartford Funds Management Company, LLC |
| 4 | SFT Wellington Core Equity Fund diff. adviser | 50% | 0.78% | Securian Asset Management, Inc. |
| 5 | Hartford Equity Premium Income ETF · HEMI cheaper | 50% | 0.49% | — |
| 6 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 50% | 0.12% | Principal Global Investors, LLC |
| 7 | Guardian Integrated Research VIP Fund diff. adviser | 49% | 0.84% | Park Avenue Institutional Advisers LLC |
| 8 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 49% | 0.20% | BlackRock Fund Advisors |
| 9 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 49% | 0.57% | BlackRock Fund Advisors |
| 10 | Adams Diversified Equity Fund, Inc. | 49% | — | — |
| 11 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 49% | 0.32% | — |
| 12 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 48% | 0.05% | WisdomTree Digital Management, Inc. |
| 13 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 48% | 0.26% | BlackRock Fund Advisors |
| 14 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 48% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 15 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 48% | 1.28% | Sparrow Capital Management, Inc. |
| 16 | RACWI US ETF · RAUS cheaper | 48% | 0.00% | — |
| 17 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 48% | 0.00% | American Century Investment Management, Inc. |
| 18 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 48% | 0.75% | Exchange Traded Concepts, LLC |
| 19 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 47% | 0.18% | — |
| 20 | SGI Enhanced Market Leaders ETF · LDRX | 47% | 0.59% | — |
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