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 | ALPS Active Equity Opportunity ETF · RFFC cheaper | 66% | 0.48% | ALPS Advisors, Inc. |
| 2 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 37% | 1.91% | — |
| 3 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 36% | 0.36% | Hartford Funds Management Company, LLC |
| 4 | Optimized Equity Income ETF · OEI cheaper | 35% | 0.75% | — |
| 5 | Nuveen S&P 500 Dynamic Overwrite Fund | 35% | — | — |
| 6 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 35% | 0.79% | Swan Capital Management, LLC |
| 7 | American Century Large Cap Equity ETF · ACLC cheaper | 35% | 0.39% | — |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 35% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | FT Vest Total Return Income Fund: Series A2 | 35% | — | — |
| 10 | Nelson Select ETF | 35% | — | — |
| 11 | Hartford Equity Premium Income ETF · HEMI cheaper | 34% | 0.49% | — |
| 12 | FT Vest Total Return Income Fund: Series A3 | 34% | — | — |
| 13 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX cheaper diff. adviser | 34% | 0.59% | Hartford Funds Management Company, LLC |
| 14 | Zacks All-Cap Core Fund diff. adviser | 34% | 1.01% | Zacks Investment Management, Inc. |
| 15 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 34% | 0.00% | American Century Investment Management, Inc. |
| 16 | SFT Wellington Core Equity Fund cheaper diff. adviser | 34% | 0.78% | Securian Asset Management, Inc. |
| 17 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 18 | FT Vest Total Return Income Fund: Series A4 | 34% | — | — |
| 19 | Large Cap Core Portfolio I diff. adviser | 34% | — | UBS Trust Company of Puerto Rico |
| 20 | FT Vest Total Return Income Fund: Series B1 | 34% | — | — |
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