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 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX | 93% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund diff. adviser | 65% | 0.66% | Lincoln Financial Investments Corporation |
| 3 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 57% | 0.13% | SSGA Funds Management, Inc. |
| 4 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX | 57% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 57% | 0.25% | SSGA Funds Management, Inc. |
| 6 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 57% | 0.85% | SSGA Funds Management, Inc. |
| 7 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 56% | 0.38% | SSGA Funds Management, Inc. |
| 8 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 55% | 0.90% | Calamos Advisors LLC |
| 9 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 55% | 0.17% | SSGA Funds Management, Inc. |
| 10 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 55% | — | Boston Management and Research |
| 11 | VistaShares Target 15 S&P 100 Distribution ETF | 53% | — | — |
| 12 | SGI Enhanced Market Leaders ETF · LDRX | 53% | 0.59% | — |
| 13 | Bridge Builder Tax Managed Large Cap Fund · BBTLX cheaper diff. adviser | 52% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 52% | 0.20% | BlackRock Fund Advisors |
| 15 | Optimized Equity Income ETF · OEI | 52% | 0.75% | — |
| 16 | Schwab Core Equity Fund · SWANX diff. adviser | 52% | 0.73% | Charles Schwab Investment Management, Inc. |
| 17 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 52% | 0.20% | Invesco Capital Management LLC |
| 18 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 19 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 52% | 0.36% | Hartford Funds Management Company, LLC |
| 20 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 52% | 0.30% | — |
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