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 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 37% | 0.85% | — |
| 2 | LAFFER TENGLER Equity Income ETF · TGLR cheaper | 37% | 0.95% | Tuttle Capital Management, LLC |
| 3 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper | 36% | 0.07% | Carillon Tower Advisers, Inc. |
| 4 | Hodges Blue Chip Equity Income Fund | 35% | 1.30% | Hodges Capital Management, Inc. |
| 5 | Capital Group Conservative Equity ETF · CGCV cheaper | 34% | 0.33% | Capital Research and Management Company |
| 6 | Capital Group Dividend Value ETF · CGDV cheaper | 33% | 0.33% | Capital Research and Management Company |
| 7 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 33% | 0.62% | — |
| 8 | Capital Group Core Equity ETF · CGUS cheaper | 32% | 0.33% | Capital Research and Management Company |
| 9 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX cheaper | 32% | 0.27% | Capital Research and Management Company |
| 10 | AAM Brentview Dividend Growth ETF · BDIV cheaper | 32% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 11 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper | 31% | 0.30% | UBS Asset Management (Americas) LLC |
| 12 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper | 31% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Large-Cap Core Portfolio cheaper | 31% | 0.48% | Pacific Life Fund Advisors LLC |
| 14 | Large Cap Blend Portfolio cheaper | 31% | 0.72% | Mason Street Advisors, LLC |
| 15 | NVIT J.P. Morgan U.S. Equity Fund cheaper | 31% | 0.44% | Nationwide Fund Advisors |
| 16 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper | 31% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 17 | LVIP JPMorgan U.S. Equity Fund cheaper | 31% | 0.65% | Lincoln Financial Investments Corporation |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper | 31% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper | 31% | 0.00% | American Century Investment Management, Inc. |
| 20 | PSF PGIM Jennison Blend Portfolio cheaper | 31% | 0.45% | PGIM INVESTMENTS LLC |
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