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 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 40% | 1.00% | Crossmark Global Investments, Inc. |
| 2 | JAMESTOWN EQUITY FUND · JAMEX cheaper diff. adviser | 39% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 3 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX cheaper diff. adviser | 39% | 1.07% | Lincoln Financial Investments Corporation |
| 4 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 37% | 0.79% | Aptus Capital Advisors, LLC |
| 5 | First Trust Enhanced Equity Income Fund | 37% | — | — |
| 6 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 37% | 0.79% | Aptus Capital Advisors, LLC |
| 7 | VistaShares Target 15 S&P 100 Distribution ETF | 36% | — | — |
| 8 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 36% | 0.28% | Allspring Funds Management, LLC |
| 9 | Hodges Blue Chip Equity Income Fund diff. adviser | 36% | 1.30% | Hodges Capital Management, Inc. |
| 10 | Optimized Equity Income ETF · OEI cheaper | 36% | 0.75% | — |
| 11 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 36% | 0.74% | Thrivent Asset Management, LLC |
| 12 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 36% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Guardian Strategic Large Cap Core VIP Fund cheaper diff. adviser | 36% | 0.92% | Park Avenue Institutional Advisers LLC |
| 14 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 36% | 0.62% | Fred Alger Management, Inc. |
| 15 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 36% | 0.20% | Invesco Capital Management LLC |
| 16 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 17 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 36% | 0.00% | Allspring Funds Management, LLC |
| 18 | Putnam Core Equity Fund cheaper diff. adviser | 36% | 0.63% | Putnam Investment Management, LLC |
| 19 | FT Vest Total Return Income Fund: Series A2 | 36% | — | — |
| 20 | Stock Portfolio diff. adviser | 36% | — | Boston Management and Research |
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