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 Equity Focus ETF · JPEF cheaper diff. adviser | 30% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 2 | Adams Diversified Equity Fund, Inc. | 28% | — | — |
| 3 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 28% | 0.26% | BlackRock Fund Advisors |
| 4 | JPMorgan Global Select Equity ETF · JGLO cheaper diff. adviser | 28% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 5 | Sapient Quality Select ETF cheaper | 28% | 0.80% | — |
| 6 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 28% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 7 | Large Cap Core Portfolio I diff. adviser | 28% | — | UBS Trust Company of Puerto Rico |
| 8 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 28% | 0.17% | SSGA Funds Management, Inc. |
| 9 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 28% | 0.13% | SSGA Funds Management, Inc. |
| 10 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 27% | 0.25% | SSGA Funds Management, Inc. |
| 11 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 27% | 0.85% | SSGA Funds Management, Inc. |
| 12 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 27% | 1.09% | — |
| 13 | Nuveen Life Core Equity Fund · TLGWX cheaper diff. adviser | 27% | 0.51% | Teachers Advisors, LLC |
| 14 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 27% | 0.38% | SSGA Funds Management, Inc. |
| 15 | State Street(R) US Sector Rotation ETF · XLSR cheaper diff. adviser | 27% | 0.70% | SSGA Funds Management, Inc. |
| 16 | Optimized Equity Income ETF · OEI cheaper | 27% | 0.75% | — |
| 17 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 27% | 0.65% | — |
| 18 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 27% | 0.71% | Victory Capital Management Inc. |
| 19 | CTIVP - Westfield Select Large Cap Growth Fund cheaper diff. adviser | 27% | 0.69% | Columbia Management Investment Advisers, LLC |
| 20 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 27% | 0.12% | Principal Global Investors, LLC |
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