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 CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX diff. adviser | 67% | 0.48% | Voya Investments, LLC |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL diff. adviser | 66% | 0.25% | Invesco Capital Management LLC |
| 3 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 4 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 49% | 1.00% | Crossmark Global Investments, Inc. |
| 5 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 47% | 0.43% | Voya Investments, LLC |
| 7 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX diff. adviser | 45% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 8 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 45% | 0.64% | — |
| 9 | SA JPMorgan Equity-Income Portfolio diff. adviser | 44% | 0.58% | SunAmerica Asset Management, LLC |
| 10 | Edgar Lomax Value Fund · LOMAX diff. adviser | 44% | 0.69% | The Edgar Lomax Company |
| 11 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX diff. adviser | 42% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 12 | JNL/JPMorgan U.S. Value Fund diff. adviser | 42% | 0.58% | Jackson National Asset Management, LLC |
| 13 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 42% | 0.99% | Hennessy Advisors Inc. |
| 14 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 42% | 0.08% | BlackRock Fund Advisors |
| 15 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 42% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 41% | 0.05% | BlackRock Fund Advisors |
| 17 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND diff. adviser | 41% | 0.50% | Touchstone Advisors, Inc. |
| 18 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 40% | 0.03% | The Vanguard Group, Inc. |
| 19 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 40% | 0.04% | The Vanguard Group, Inc. |
| 20 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 40% | 0.73% | Columbia Management Investment Advisers, LLC |
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