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 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 94% | 0.92% | Park Avenue Institutional Advisers LLC |
| 2 | AB US Large Cap Strategic Equities ETF · LRGC | 52% | 0.39% | AllianceBernstein L.P. |
| 3 | First Trust Enhanced Equity Income Fund | 47% | — | — |
| 4 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 45% | 0.49% | Pacer Advisors, Inc. |
| 5 | Appreciation Portfolio diff. adviser | 45% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 6 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 44% | 0.48% | DWS Investment Management Americas, Inc. |
| 7 | Optimized Equity Income ETF · OEI | 44% | 0.75% | — |
| 8 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 44% | 1.07% | Lincoln Financial Investments Corporation |
| 9 | MML Sustainable Equity Fund diff. adviser | 44% | 0.57% | MML Investment Advisers, LLC |
| 10 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 44% | 0.66% | New York Life Investment Management LLC |
| 11 | Empower Large Cap Growth Fund · MXLGX, MXGSX diff. adviser | 44% | 0.62% | Empower Capital Management, LLC |
| 12 | Stock Portfolio diff. adviser | 43% | — | Boston Management and Research |
| 13 | American Century Large Cap Equity ETF · ACLC | 43% | 0.39% | — |
| 14 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 43% | 0.55% | Nationwide Fund Advisors |
| 15 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 43% | — | — |
| 16 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 43% | 0.62% | — |
| 17 | Columbia Variable Portfolio - Select Large Cap Equity Fund diff. adviser | 43% | 0.67% | Columbia Management Investment Advisers, LLC |
| 18 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 19 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 43% | 0.00% | American Century Investment Management, Inc. |
| 20 | Eaton Vance Enhanced Equity Income Fund | 43% | — | — |
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