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 | DWS Global Income Builder VIP | 74% | 0.64% | DWS Investment Management Americas, Inc. |
| 2 | DWS Total Return Bond Fund · SZIAX, SZICX, SCSBX, SZIIX cheaper | 19% | 0.55% | DWS Investment Management Americas, Inc. |
| 3 | NVIT BNY Mellon Dynamic U.S. Core Fund cheaper diff. adviser | 15% | 0.47% | Nationwide Fund Advisors |
| 4 | Nationwide BNY Mellon Dynamic U.S. Core Fund · NMFAX, GCGRX, GGFRX, MUIGX, NGISX, NWAEX cheaper diff. adviser | 14% | 0.50% | Nationwide Fund Advisors |
| 5 | BlackRock Advantage Large Cap Core Fund cheaper diff. adviser | 13% | 0.43% | BlackRock Advisors, LLC |
| 6 | DWS Short Duration Fund · PPIAX, PPLCX, DBPIX, PPILX, PPLZX cheaper | 13% | 0.38% | DWS Investment Management Americas, Inc. |
| 7 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 13% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 8 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 13% | 0.57% | BlackRock Advisors, LLC |
| 9 | Optimum Large Cap Growth Fund · OALGX, OCLGX, OILGX diff. adviser | 13% | 0.95% | Macquarie Investment Management Business Trust |
| 10 | DWS Equity 500 Index VIP cheaper | 13% | 0.25% | DWS Investment Management Americas, Inc. |
| 11 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 13% | 0.09% | DBX Advisors LLC |
| 12 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 13% | 0.18% | — |
| 13 | ProShares Large Cap Core Plus · CSM cheaper diff. adviser | 13% | 0.45% | PROSHARE ADVISORS LLC |
| 14 | BlackRock Advantage Large Cap Core V.I. Fund diff. adviser | 13% | 0.66% | BlackRock Advisors, LLC |
| 15 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 13% | 0.25% | BlackRock Fund Advisors |
| 16 | BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 13% | 0.49% | BlackRock Advisors, LLC |
| 17 | JNL/Mellon World Index Fund cheaper diff. adviser | 13% | 0.30% | Jackson National Asset Management, LLC |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 13% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | iShares MSCI World ETF · URTH cheaper diff. adviser | 13% | 0.24% | BlackRock Fund Advisors |
| 20 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
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