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 | Principal Capital Appreciation Account | 72% | 0.63% | Principal Global Investors, LLC |
| 2 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX | 71% | 0.45% | Principal Global Investors, LLC |
| 3 | Large Cap Core Portfolio I diff. adviser | 49% | — | UBS Trust Company of Puerto Rico |
| 4 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 49% | 1.22% | AllianceBernstein L.P. |
| 5 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund diff. adviser | 48% | 0.66% | Lincoln Financial Investments Corporation |
| 6 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 48% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Optimized Equity Income ETF · OEI | 48% | 0.75% | — |
| 8 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX diff. adviser | 48% | 0.38% | SSGA Funds Management, Inc. |
| 9 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX diff. adviser | 48% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Adams Diversified Equity Fund, Inc. | 47% | — | — |
| 11 | Principal U.S. Mega-Cap ETF · USMC cheaper | 47% | 0.12% | Principal Global Investors, LLC |
| 12 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 47% | 0.85% | SSGA Funds Management, Inc. |
| 13 | MML Sustainable Equity Fund diff. adviser | 47% | 0.57% | MML Investment Advisers, LLC |
| 14 | Schwab Core Equity Fund · SWANX diff. adviser | 47% | 0.73% | Charles Schwab Investment Management, Inc. |
| 15 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 47% | 0.66% | New York Life Investment Management LLC |
| 16 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 47% | 0.25% | SSGA Funds Management, Inc. |
| 17 | Calamos Growth & Income Portfolio diff. adviser | 47% | 1.26% | Calamos Advisors LLC |
| 18 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 47% | — | Boston Management and Research |
| 19 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 47% | 0.13% | SSGA Funds Management, Inc. |
| 20 | BlackRock Advantage Large Cap Core Portfolio diff. adviser | 47% | 0.49% | BlackRock Advisors, LLC |
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