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 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 39% | 0.79% | Aptus Capital Advisors, LLC |
| 2 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 39% | 0.79% | Aptus Capital Advisors, LLC |
| 3 | JPMorgan Equity Focus ETF · JPEF diff. adviser | 39% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | Goldman Sachs U.S. Equity Insights Fund · GSELX, GSESX, GSSQX, GSUSX, GSURX, GSUTX, GSEUX, GSEPX diff. adviser | 38% | 0.55% | Goldman Sachs Asset Management, L.P. |
| 5 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 38% | 0.55% | Nationwide Fund Advisors |
| 6 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 38% | 0.68% | Columbia Management Investment Advisers, LLC |
| 7 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 38% | 0.80% | AllianceBernstein L.P. |
| 8 | State Street U.S. Core Equity Fund · SSAQX diff. adviser | 38% | 0.13% | SSGA Funds Management, Inc. |
| 9 | State Street(R) US Equity Premium Income ETF · SPIN diff. adviser | 38% | 0.25% | SSGA Funds Management, Inc. |
| 10 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper diff. adviser | 38% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 38% | 0.85% | SSGA Funds Management, Inc. |
| 12 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX diff. adviser | 38% | 0.38% | SSGA Funds Management, Inc. |
| 13 | Stock Portfolio diff. adviser | 37% | — | Boston Management and Research |
| 14 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 37% | 0.00% | Allspring Funds Management, LLC |
| 15 | Allspring LT Large Core ETF · ALRG diff. adviser | 37% | 0.28% | Allspring Funds Management, LLC |
| 16 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 37% | — | — |
| 17 | Eaton Vance Enhanced Equity Income Fund | 37% | — | — |
| 18 | Brendan Wood TopGun ETF · BWTG diff. adviser | 37% | 0.95% | Tuttle Capital Management, LLC |
| 19 | Old Westbury All Cap Core Fund · OWACX diff. adviser | 37% | 0.95% | Bessemer Investment Management LLC |
| 20 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 37% | 1.07% | Lincoln Financial Investments Corporation |
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