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 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 45% | 1.09% | — |
| 2 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 41% | 1.00% | Crossmark Global Investments, Inc. |
| 3 | FT Vest Total Return Income Fund: Series A2 | 41% | — | — |
| 4 | FT Vest Total Return Income Fund: Series A3 | 40% | — | — |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 40% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 40% | 0.85% | — |
| 7 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 40% | 0.79% | Swan Capital Management, LLC |
| 8 | FT Vest Total Return Income Fund: Series A4 | 40% | — | — |
| 9 | CONNORS HEDGED EQUITY FUND cheaper diff. adviser | 40% | 1.10% | Connors Investor Services, Inc. |
| 10 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 40% | 0.99% | Advisors Preferred, LLC |
| 11 | FT Vest Total Return Income Fund: Series B1 | 40% | — | — |
| 12 | FT Vest Hedged Equity Income Fund: Series A2 | 39% | — | — |
| 13 | LAFFER TENGLER Equity Income ETF · TGLR cheaper diff. adviser | 39% | 0.95% | Tuttle Capital Management, LLC |
| 14 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 39% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 39% | 0.62% | — |
| 16 | Haverford Quality Growth Stock Fund · HAVGX cheaper diff. adviser | 39% | 0.80% | Haverford Financial Services |
| 17 | FT Vest Hedged Equity Income Fund: Series A3 | 39% | — | — |
| 18 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 38% | 0.22% | Wellington Management Company LLP |
| 19 | FT Vest Total Return Income Fund: Series B2 | 38% | — | — |
| 20 | FT Vest Hedged Equity Income Fund: Series A4 | 38% | — | — |
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