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 Portfolio · AIGOX | 93% | 0.85% | Fred Alger Management, Inc. |
| 2 | Alger Balanced Portfolio · ABLOX | 73% | 1.03% | Fred Alger Management, Inc. |
| 3 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 54% | 0.20% | BlackRock Fund Advisors |
| 4 | VistaShares Target 15 S&P 100 Distribution ETF | 54% | — | — |
| 5 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 54% | 0.20% | Invesco Capital Management LLC |
| 6 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 53% | 0.98% | HORIZON INVESTMENTS LLC. |
| 7 | Optimized Equity Income ETF · OEI | 53% | 0.75% | — |
| 8 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 52% | 0.59% | — |
| 9 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 52% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 51% | 0.05% | The Vanguard Group, Inc. |
| 11 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 51% | 0.15% | BlackRock Fund Advisors |
| 12 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 51% | 0.36% | Voya Investments, LLC |
| 13 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 50% | 0.06% | Franklin Advisory Services, LLC |
| 14 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 49% | 1.07% | Lincoln Financial Investments Corporation |
| 15 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 49% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 49% | 1.09% | — |
| 17 | Alpha Architect US Equity ETF · AAUS cheaper | 48% | 0.15% | — |
| 18 | FT Vest Total Return Income Fund: Series A2 | 48% | — | — |
| 19 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 47% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares Global 100 ETF · IOO cheaper diff. adviser | 47% | 0.40% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.