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 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 34% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 32% | 1.09% | — |
| 3 | Core Alternative ETF · CCOR diff. adviser | 32% | 1.29% | Core Alternative Capital LLC |
| 4 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 31% | 0.79% | Swan Capital Management, LLC |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 31% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 30% | 0.43% | Voya Investments, LLC |
| 8 | Nuveen Life Core Equity Fund · TLGWX cheaper diff. adviser | 30% | 0.51% | Teachers Advisors, LLC |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 30% | 1.00% | Crossmark Global Investments, Inc. |
| 11 | Dakota Active Equity ETF · DAK cheaper | 30% | 0.43% | — |
| 12 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 29% | 0.89% | Charles Schwab Investment Management, Inc. |
| 13 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 29% | 0.12% | Principal Global Investors, LLC |
| 14 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 29% | 0.52% | Invesco Capital Management LLC |
| 15 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 29% | 0.05% | The Vanguard Group, Inc. |
| 16 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 29% | 0.49% | Tidal Investments LLC |
| 17 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 29% | 0.50% | Touchstone Advisors, Inc. |
| 18 | FT Vest Total Return Income Fund: Series A2 | 28% | — | — |
| 19 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 28% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 28% | 0.54% | Columbia Management Investment Advisers, LLC |
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