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 | IMS Capital Value Fund · IMSCX diff. adviser | 38% | 1.80% | IMS Capital Management, Inc. |
| 2 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 37% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper diff. adviser | 34% | 0.50% | Motley Fool Asset Management |
| 4 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 34% | 0.55% | Columbia Management Investment Advisers, LLC |
| 5 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 34% | 0.50% | Motley Fool Asset Management |
| 6 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 33% | 1.09% | — |
| 7 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 33% | 0.12% | Principal Global Investors, LLC |
| 8 | JNL/JPMorgan Nasdaq Hedged Equity Fund diff. adviser | 32% | 0.70% | Jackson National Asset Management, LLC |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 32% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 32% | 0.80% | AllianceBernstein L.P. |
| 11 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 12 | Columbia Variable Portfolio - Select Large Cap Equity Fund diff. adviser | 32% | 0.67% | Columbia Management Investment Advisers, LLC |
| 13 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 14 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 32% | 0.28% | Allspring Funds Management, LLC |
| 15 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX diff. adviser | 32% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 16 | Nicholas Fund, Inc. · NICSX diff. adviser | 32% | 0.70% | Nicholas Company, Inc. |
| 17 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 31% | 0.39% | AllianceBernstein L.P. |
| 18 | Sofi Social 50 ETF · SFYF cheaper | 31% | 0.29% | Tidal Investments LLC |
| 19 | Eaton Vance Enhanced Equity Income Fund | 31% | — | — |
| 20 | Putnam Focused Equity Fund diff. adviser | 31% | 0.71% | Putnam Investment Management, LLC |
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