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. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX diff. adviser | 62% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 2 | SA JPMorgan Large Cap Core Portfolio diff. adviser | 60% | 0.70% | SunAmerica Asset Management, LLC |
| 3 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 59% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 4 | NVIT J.P. Morgan Equity and Options Total Return Fund | 59% | 0.63% | Nationwide Fund Advisors |
| 5 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper diff. adviser | 59% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan Equity and Options Total Return ETF · JOYT cheaper diff. adviser | 58% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 7 | Large-Cap Core Portfolio cheaper diff. adviser | 58% | 0.48% | Pacific Life Fund Advisors LLC |
| 8 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 58% | 0.68% | Columbia Management Investment Advisers, LLC |
| 9 | NVIT J.P. Morgan U.S. Equity Fund cheaper | 58% | 0.44% | Nationwide Fund Advisors |
| 10 | Large Cap Blend Portfolio diff. adviser | 58% | 0.72% | Mason Street Advisors, LLC |
| 11 | LVIP JPMorgan U.S. Equity Fund diff. adviser | 58% | 0.65% | Lincoln Financial Investments Corporation |
| 12 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper diff. adviser | 58% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 58% | 0.35% | — |
| 14 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 57% | 0.80% | AllianceBernstein L.P. |
| 15 | Hedged Equity Portfolio diff. adviser | 57% | 0.65% | Pacific Life Fund Advisors LLC |
| 16 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 57% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 17 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 57% | 0.61% | Transamerica Asset Management, Inc. |
| 18 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 57% | 0.17% | SSGA Funds Management, Inc. |
| 19 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO cheaper diff. adviser | 57% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 20 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 57% | 0.66% | Jackson National Asset Management, LLC |
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