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 | PGIM Jennison Focused Value ETF · PJFV | 87% | 0.75% | PGIM INVESTMENTS LLC |
| 2 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper | 61% | 0.44% | PGIM INVESTMENTS LLC |
| 3 | PSF PGIM Jennison Value Portfolio cheaper | 59% | 0.42% | PGIM INVESTMENTS LLC |
| 4 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX | 39% | 0.99% | PGIM INVESTMENTS LLC |
| 5 | PSF PGIM Jennison Blend Portfolio cheaper | 36% | 0.45% | PGIM INVESTMENTS LLC |
| 6 | PGIM Jennison Blend Fund · PBQAX, PRECX, PEQZX, PBQQX cheaper | 34% | 0.64% | PGIM INVESTMENTS LLC |
| 7 | Large Cap Core Portfolio I | 31% | — | UBS Trust Company of Puerto Rico |
| 8 | Rational Equity Armor Fund · HDCAX, HDCTX, HDCEX | 31% | 1.61% | Rational Advisors, Inc. |
| 9 | Principal U.S. Mega-Cap ETF · USMC cheaper | 30% | 0.12% | Principal Global Investors, LLC |
| 10 | Shelton Equity Premium Income ETF · SEPI cheaper | 29% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 11 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper | 29% | 0.39% | Lord, Abbett & Co. LLC |
| 12 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper | 28% | 0.63% | Transamerica Asset Management, Inc. |
| 13 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 28% | 1.09% | — |
| 14 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper | 28% | 0.69% | Transamerica Asset Management, Inc. |
| 15 | DF Tactical 30 ETF cheaper | 28% | 0.70% | — |
| 16 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 27% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Swan Enhanced Dividend Income ETF · SCLZ | 27% | 0.79% | Swan Capital Management, LLC |
| 18 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 27% | 1.22% | AllianceBernstein L.P. |
| 19 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX cheaper | 27% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper | 26% | 0.20% | BlackRock Fund Advisors |
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