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 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 38% | 0.99% | Advisors Preferred, LLC |
| 2 | Applied Finance Valuation Large Cap ETF · VSLU cheaper diff. adviser | 33% | 0.49% | Applied Finance Advisors, LLC |
| 3 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 33% | 0.59% | — |
| 4 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 33% | 0.81% | H.M. Payson & Co. |
| 5 | Nuveen S&P 500 Dynamic Overwrite Fund | 32% | — | — |
| 6 | Amplify CWP Growth & Income ETF cheaper | 32% | 0.56% | — |
| 7 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 32% | 0.50% | Gotham Asset Management, LLC |
| 8 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 32% | 0.10% | Fidelity Management & Research Company LLC |
| 9 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 32% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 32% | 0.79% | Swan Capital Management, LLC |
| 11 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 12 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX cheaper diff. adviser | 32% | 0.90% | JAG Capital Management, LLC |
| 13 | Large Cap Core Portfolio I diff. adviser | 32% | — | UBS Trust Company of Puerto Rico |
| 14 | State Farm Growth Fund · STFGX cheaper diff. adviser | 31% | 0.12% | State Farm Investment Management Corp. |
| 15 | Nuveen Life Core Equity Fund · TLGWX cheaper diff. adviser | 31% | 0.51% | Teachers Advisors, LLC |
| 16 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 17 | VistaShares Target 15 S&P 100 Distribution ETF | 31% | — | — |
| 18 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 31% | 0.50% | Tidal Investments LLC |
| 19 | The Growth Fund · CFGRX cheaper diff. adviser | 31% | 0.73% | Commerce Investment Advisors, Inc. |
| 20 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 31% | 1.22% | AllianceBernstein L.P. |
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