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 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper | 73% | 0.62% | Fred Alger Management, Inc. |
| 2 | Alger Growth & Income Portfolio · AIGOX cheaper | 72% | 0.85% | Fred Alger Management, Inc. |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 46% | 0.06% | Franklin Advisory Services, LLC |
| 5 | VistaShares Target 15 S&P 100 Distribution ETF | 46% | — | — |
| 6 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 45% | 0.20% | BlackRock Fund Advisors |
| 7 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 8 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 45% | 0.36% | Voya Investments, LLC |
| 9 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 45% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 10 | Optimized Equity Income ETF · OEI cheaper | 45% | 0.75% | — |
| 11 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 44% | 0.05% | The Vanguard Group, Inc. |
| 12 | S&P 500 2x Strategy Fund diff. adviser | 43% | 1.86% | Security Investors, LLC |
| 13 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 43% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 14 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 43% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 15 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 43% | 0.59% | — |
| 16 | FT Vest Total Return Income Fund: Series A2 | 43% | — | — |
| 17 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 42% | 0.03% | Franklin Advisory Services, LLC |
| 18 | Fidelity Flex Large Cap Focused Index Fund · FXLCX cheaper | 42% | 0.00% | — |
| 19 | SPDR S&P 500 ETF TRUST | 42% | — | — |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 42% | 0.19% | Mason Street Advisors, LLC |
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