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 | EQ/JPMorgan Value Opportunities Portfolio diff. adviser | 98% | 0.71% | Equitable Investment Management Group, LLC |
| 2 | JPMorgan Active Value ETF · JAVA | 64% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Value Advantage Fund · JVASX, JVAIX, JVAAX, JVACX, JVAPX, JVAQX, JVARX, JVAYX, JGAQX | 39% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 4 | Value Advantage Portfolio diff. adviser | 39% | 0.67% | Pacific Life Fund Advisors LLC |
| 5 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX | 35% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 6 | SA JPMorgan Equity-Income Portfolio diff. adviser | 34% | 0.58% | SunAmerica Asset Management, LLC |
| 7 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX | 33% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 8 | JNL/JPMorgan U.S. Value Fund diff. adviser | 33% | 0.58% | Jackson National Asset Management, LLC |
| 9 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 32% | 0.30% | — |
| 10 | AST Large-Cap Value Portfolio diff. adviser | 32% | 0.79% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 11 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 31% | 0.00% | Teachers Advisors, LLC |
| 12 | Nuveen Life Large Cap Value Fund · TLLVX diff. adviser | 31% | 0.52% | Teachers Advisors, LLC |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 14 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 29% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 15 | Hedged Equity Portfolio diff. adviser | 29% | 0.65% | Pacific Life Fund Advisors LLC |
| 16 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 29% | 0.43% | Voya Investments, LLC |
| 17 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 29% | 0.61% | Transamerica Asset Management, Inc. |
| 18 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 29% | 0.66% | Jackson National Asset Management, LLC |
| 19 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 28% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 20 | JPMorgan Hedged Equity 3 Fund · JHTRX, JHTAX, JHTCX, JHQTX, JHTGX cheaper | 28% | 0.34% | J.P. Morgan Investment Management, Inc. |
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