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 | 65% | 0.28% | Victory Capital Management Inc. |
| 2 | Azoria 500 Meritocracy ETF · SPXM | 61% | 0.47% | — |
| 3 | LargeCap S&P 500 Managed Volatility Index Account | 60% | 0.37% | Principal Global Investors, LLC |
| 4 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR | 58% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 5 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 56% | 1.10% | Calamos Advisors LLC |
| 6 | Nuveen S&P 500 Buy-Write Income Fund | 54% | — | — |
| 7 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX | 54% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 8 | MM Equity Asset Fund | 53% | 0.28% | — |
| 9 | Global X S&P 500 ESG Covered Call ETF | 50% | 0.60% | Global X Management Company LLC |
| 10 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO | 49% | 0.71% | Voya Investments, LLC |
| 11 | SA T. Rowe Price Growth Stock Portfolio | 48% | 0.87% | SunAmerica Asset Management, LLC |
| 12 | MML Equity Rotation Fund | 48% | 0.70% | MML Investment Advisers, LLC |
| 13 | AB Global Risk Allocation-Moderate Portfolio | 46% | 0.53% | AllianceBernstein L.P. |
| 14 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX | 45% | 0.59% | — |
| 15 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 45% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 16 | Capital Appreciation Fund · JHCPX, JICPX | 45% | 0.74% | — |
| 17 | Allspring Diversified Large Cap Growth Portfolio | 44% | — | — |
| 18 | Invesco QQQ Trust, Series 1 | 44% | — | — |
| 19 | Gotham Enhanced 500 Plus Fund · GEFPX | 42% | 2.02% | Gotham Asset Management, LLC |
| 20 | Fidelity Sustainable U.S. Equity ETF · FSST | 41% | 0.59% | Fidelity Management & Research Company LLC |
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