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 | LVIP JPMorgan U.S. Equity Fund diff. adviser | 99% | 0.65% | Lincoln Financial Investments Corporation |
| 2 | NVIT J.P. Morgan U.S. Equity Fund diff. adviser | 99% | 0.44% | Nationwide Fund Advisors |
| 3 | Large Cap Blend Portfolio diff. adviser | 99% | 0.72% | Mason Street Advisors, LLC |
| 4 | Large-Cap Core Portfolio diff. adviser | 99% | 0.48% | Pacific Life Fund Advisors LLC |
| 5 | SA JPMorgan Large Cap Core Portfolio diff. adviser | 92% | 0.70% | SunAmerica Asset Management, LLC |
| 6 | Large Capital Growth Fund · VLCGX diff. adviser | 70% | 0.66% | The Variable Annuity Life Insurance Company |
| 7 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 67% | 0.68% | Columbia Management Investment Advisers, LLC |
| 8 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper | 64% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 9 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 64% | 0.63% | Nationwide Fund Advisors |
| 10 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper | 63% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 62% | 0.35% | — |
| 12 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper | 62% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 13 | Asset Allocation Fund · VCAAX diff. adviser | 59% | 0.65% | The Variable Annuity Life Insurance Company |
| 14 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 58% | 0.55% | Nationwide Fund Advisors |
| 15 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 58% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO | 57% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 17 | Hedged Equity Portfolio diff. adviser | 57% | 0.65% | Pacific Life Fund Advisors LLC |
| 18 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 56% | 0.61% | Transamerica Asset Management, Inc. |
| 19 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 56% | 0.66% | Jackson National Asset Management, LLC |
| 20 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 56% | 0.25% | J.P. Morgan Investment Management, Inc. |
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