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 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 18% | 0.62% | Empower Capital Management, LLC |
| 2 | Optimized Equity Income ETF · OEI cheaper | 17% | 0.75% | — |
| 3 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 17% | 0.56% | SunAmerica Asset Management, LLC |
| 4 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 17% | 0.36% | Lincoln Financial Investments Corporation |
| 5 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 17% | 0.18% | — |
| 6 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX cheaper diff. adviser | 17% | 1.07% | Lincoln Financial Investments Corporation |
| 7 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 17% | 0.25% | Invesco Capital Management LLC |
| 8 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 17% | 0.48% | Voya Investments, LLC |
| 9 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 16% | 0.09% | — |
| 10 | Astoria US Equal Weight Quality Kings ETF · ROE cheaper diff. adviser | 16% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Eaton Vance Tax-Managed Buy-Write Income Fund | 16% | — | — |
| 12 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 16% | 0.19% | DBX Advisors LLC |
| 13 | NAA LARGE GROWTH SERIES cheaper diff. adviser | 16% | 1.04% | New Age Alpha Advisors, LLC |
| 14 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 16% | 0.05% | The Vanguard Group, Inc. |
| 15 | FT Vest Total Return Income Fund: Series A2 | 16% | — | — |
| 16 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper diff. adviser | 16% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 17 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 16% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ diff. adviser | 16% | — | J.P. Morgan Investment Management, Inc. |
| 19 | AVIP BlackRock Advantage Large Cap Value Portfolio cheaper diff. adviser | 16% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 20 | Allspring Disciplined Large Cap Portfolio diff. adviser | 16% | — | Allspring Funds Management, LLC |
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