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 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 65% | 0.80% | AllianceBernstein L.P. |
| 2 | AB Wealth Appreciation Strategy · AWAAX, AWACX, AWAYX | 61% | 0.75% | AllianceBernstein L.P. |
| 3 | AB Tax-Managed Wealth Appreciation Strategy · ATWAX, ATWCX, ATWYX | 56% | 0.73% | AllianceBernstein L.P. |
| 4 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 54% | 0.55% | Nationwide Fund Advisors |
| 5 | AB US Low Volatility Equity ETF · LOWV | 52% | 0.39% | AllianceBernstein L.P. |
| 6 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 52% | 0.92% | Park Avenue Institutional Advisers LLC |
| 7 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 51% | 1.22% | AllianceBernstein L.P. |
| 8 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 50% | 0.79% | Aptus Capital Advisors, LLC |
| 9 | AB EQUITY INCOME FUND INC · AUIAX, AUICX, AUIYX, AUIIX, AUIZX | 50% | 0.48% | AllianceBernstein L.P. |
| 10 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 50% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | Appreciation Portfolio diff. adviser | 49% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 12 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 49% | 0.17% | SSGA Funds Management, Inc. |
| 13 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 49% | 1.07% | Lincoln Financial Investments Corporation |
| 14 | Optimized Equity Income ETF · OEI | 49% | 0.75% | — |
| 15 | AB Large Cap Growth Portfolio | 49% | 0.65% | AllianceBernstein L.P. |
| 16 | LVIP AllianceBernstein Large Cap Growth Fund diff. adviser | 49% | 0.63% | Lincoln Financial Investments Corporation |
| 17 | SA AB Growth Portfolio diff. adviser | 49% | 0.63% | SunAmerica Asset Management, LLC |
| 18 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 49% | 0.73% | Touchstone Advisors, Inc. |
| 19 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 48% | 1.00% | Sit Investment Associates, Inc. |
| 20 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 48% | 0.68% | Columbia Management Investment Advisers, LLC |
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