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 | VOYA LARGE CAP VALUE FUND · IEDAX, IEDCX, IEDIX, IWEDX, IEDRX, IEDZX, IEDBX cheaper | 72% | 0.61% | Voya Investments, LLC |
| 2 | Voya VACS Series LCC Fund · VVLCX cheaper | 52% | 0.15% | — |
| 3 | VOYA GROWTH AND INCOME PORTFOLIO · IAVGX, IIVGX, ISVGX, IGISX cheaper | 47% | 0.67% | Voya Investments, LLC |
| 4 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX cheaper diff. adviser | 30% | 0.63% | Hartford Funds Management Company, LLC |
| 5 | CTIVP - Wellington Large Cap Value Fund cheaper diff. adviser | 29% | 0.62% | Columbia Management Investment Advisers, LLC |
| 6 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX cheaper diff. adviser | 29% | 0.66% | Hartford Funds Management Company, LLC |
| 7 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 28% | 0.15% | DBX Advisors LLC |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper | 27% | 0.43% | Voya Investments, LLC |
| 10 | Franklin Equity Income Fund · FISEX, FRETX, FREIX, FEIFX, FEIQX cheaper diff. adviser | 27% | 0.50% | Franklin Advisers, Inc. |
| 11 | JNL/Invesco Diversified Dividend Fund cheaper diff. adviser | 27% | 0.68% | Jackson National Asset Management, LLC |
| 12 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 27% | 0.00% | Teachers Advisors, LLC |
| 13 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 27% | 0.47% | Invesco Advisers, Inc. |
| 14 | Invesco V.I. Diversified Dividend Fund cheaper diff. adviser | 27% | 0.68% | Invesco Advisers, Inc. |
| 15 | Invesco Dividend Income Fund · IAUTX, IUTCX, FSTUX, FSIUX, IAUYX, IFUTX cheaper diff. adviser | 26% | 0.60% | Invesco Advisers, Inc. |
| 16 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 26% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 17 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 26% | 0.52% | Teachers Advisors, LLC |
| 18 | CONNORS HEDGED EQUITY FUND diff. adviser | 26% | 1.10% | Connors Investor Services, Inc. |
| 19 | Nomura VIP Value Series diff. adviser | 26% | 0.98% | Macquarie Investment Management Business Trust |
| 20 | Hartford Quality Value ETF · ACVU cheaper diff. adviser | 26% | 0.45% | Hartford Funds Management Company, LLC |
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