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 | Columbia Variable Portfolio - Contrarian Core Fund | 93% | 0.70% | Columbia Management Investment Advisers, LLC |
| 2 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX | 91% | 0.71% | Voya Investments, LLC |
| 3 | Columbia Balanced Fund · CBLAX, CBLCX, CBALX, CBLRX, CLREX, CBDYX, CBABX cheaper | 60% | 0.57% | — |
| 4 | Optimized Equity Income ETF · OEI | 59% | 0.75% | — |
| 5 | iShares Russell Top 200 ETF · IWL cheaper | 58% | 0.15% | BlackRock Fund Advisors |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 58% | 0.05% | The Vanguard Group, Inc. |
| 7 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 58% | 0.36% | Voya Investments, LLC |
| 8 | iShares S&P 100 ETF · OEF cheaper | 57% | 0.20% | BlackRock Fund Advisors |
| 9 | Columbia Variable Portfolio - Balanced Fund | 57% | 0.75% | Columbia Management Investment Advisers, LLC |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 55% | — | — |
| 11 | AVIP BlackRock Advantage Large Cap Core Portfolio | 55% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 12 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper | 55% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 13 | FT Vest Total Return Income Fund: Series A2 | 55% | — | — |
| 14 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX | 55% | 0.90% | Calamos Advisors LLC |
| 15 | Alpha Architect US Equity ETF · AAUS cheaper | 55% | 0.15% | — |
| 16 | State Street(R) US Equity Premium Income ETF · SPIN cheaper | 54% | 0.25% | SSGA Funds Management, Inc. |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper | 54% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper | 54% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 19 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 54% | 0.01% | Fidelity Management & Research Company LLC |
| 20 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper | 54% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
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