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 | Victory 500 Index VIP Series cheaper | 47% | 0.28% | Victory Capital Management Inc. |
| 2 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 45% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 3 | Azoria 500 Meritocracy ETF · SPXM cheaper | 45% | 0.47% | — |
| 4 | LargeCap S&P 500 Managed Volatility Index Account cheaper | 44% | 0.37% | Principal Global Investors, LLC |
| 5 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 40% | 0.00% | — |
| 6 | Global X S&P 500 ESG Covered Call ETF cheaper | 40% | 0.60% | Global X Management Company LLC |
| 7 | MML Equity Rotation Fund cheaper | 38% | 0.70% | MML Investment Advisers, LLC |
| 8 | AB Global Risk Allocation-Moderate Portfolio cheaper | 37% | 0.53% | AllianceBernstein L.P. |
| 9 | Gotham Enhanced 500 Plus Fund · GEFPX | 35% | 2.02% | Gotham Asset Management, LLC |
| 10 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 34% | 1.10% | Calamos Advisors LLC |
| 11 | Nuveen S&P 500 Buy-Write Income Fund | 34% | — | — |
| 12 | Calvert US Select Equity ETF · CVSE cheaper | 34% | 0.29% | — |
| 13 | MM Equity Asset Fund cheaper | 33% | 0.28% | — |
| 14 | LVIP Invesco Select Equity Income Managed Volatility Fund cheaper | 32% | 0.58% | Lincoln Financial Investments Corporation |
| 15 | Franklin VolSmart Allocation VIP Fund cheaper | 31% | 0.75% | Franklin Advisers, Inc. |
| 16 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper | 30% | 0.05% | Thrivent Asset Management, LLC |
| 17 | BlackRock Sustainable Advantage Global Equity Fund cheaper | 30% | 0.66% | BlackRock Advisors, LLC |
| 18 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 30% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 19 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 29% | 0.10% | Invesco Capital Management LLC |
| 20 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 27% | 0.59% | — |
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