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 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 65% | 0.39% | AllianceBernstein L.P. |
| 2 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 57% | 0.55% | Nationwide Fund Advisors |
| 3 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 51% | 0.17% | SSGA Funds Management, Inc. |
| 4 | Stock Portfolio diff. adviser | 51% | — | Boston Management and Research |
| 5 | Eaton Vance Enhanced Equity Income Fund | 51% | — | — |
| 6 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 50% | — | — |
| 7 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 50% | — | — |
| 8 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 50% | 0.20% | BlackRock Fund Advisors |
| 9 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 49% | 0.20% | Invesco Capital Management LLC |
| 10 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 49% | 0.44% | Nationwide Fund Advisors |
| 11 | EQ/JPMorgan Growth Stock Portfolio cheaper diff. adviser | 49% | 0.71% | Equitable Investment Management Group, LLC |
| 12 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 49% | 0.65% | Natixis Advisors, LLC |
| 13 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 49% | 0.79% | Aptus Capital Advisors, LLC |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 49% | — | — |
| 15 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 49% | 0.73% | Touchstone Advisors, Inc. |
| 16 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 49% | 0.74% | Thrivent Asset Management, LLC |
| 17 | Appreciation Portfolio diff. adviser | 49% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 18 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 49% | 0.66% | Touchstone Advisors, Inc. |
| 19 | Optimized Equity Income ETF · OEI cheaper | 49% | 0.75% | — |
| 20 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 49% | 0.79% | Aptus Capital Advisors, LLC |
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