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 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX | 57% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 2 | JNL/JPMorgan U.S. Value Fund | 57% | 0.58% | Jackson National Asset Management, LLC |
| 3 | JPMorgan Active Value ETF · JAVA | 53% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX | 53% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 5 | SA JPMorgan Equity-Income Portfolio | 52% | 0.58% | SunAmerica Asset Management, LLC |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper | 50% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX | 50% | 0.43% | Voya Investments, LLC |
| 8 | NVIT J.P. Morgan Equity and Options Total Return Fund | 49% | 0.63% | Nationwide Fund Advisors |
| 9 | JPMorgan Fundamental Data Science Large Core ETF · LCDS | 48% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Equity Premium Yield ETF · ROCY | 48% | 0.35% | — |
| 11 | JPMorgan Equity and Options Total Return ETF · JOYT | 46% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 12 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX | 43% | 0.92% | Macquarie Investment Management Business Trust |
| 13 | Global Atlantic BlackRock Disciplined Value Portfolio | 43% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 14 | Nuveen Life Large Cap Value Fund · TLLVX | 43% | 0.52% | Teachers Advisors, LLC |
| 15 | BlackRock Advantage Large Cap Value V.I. Fund | 43% | 0.60% | BlackRock Advisors, LLC |
| 16 | Hedged Equity Portfolio | 43% | 0.65% | Pacific Life Fund Advisors LLC |
| 17 | Transamerica JPMorgan Enhanced Index VP | 43% | 0.61% | Transamerica Asset Management, Inc. |
| 18 | BlackRock Advantage Large Cap Value Fund | 43% | 0.49% | BlackRock Advisors, LLC |
| 19 | JNL/JPMorgan Hedged Equity Fund | 43% | 0.66% | Jackson National Asset Management, LLC |
| 20 | AVIP BlackRock Advantage Large Cap Value Portfolio | 43% | 0.74% | CONSTELLATION INVESTMENTS INC |
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