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 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 38% | 1.09% | — |
| 2 | Archer Stock Fund · ARSKX cheaper | 36% | 1.16% | Archer Investment Corp. |
| 3 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 36% | 0.12% | Principal Global Investors, LLC |
| 4 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 35% | 0.79% | Swan Capital Management, LLC |
| 5 | Core Alternative ETF · CCOR diff. adviser | 35% | 1.29% | Core Alternative Capital LLC |
| 6 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 35% | 1.87% | AC FUNDS LLC |
| 7 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 35% | 0.65% | Nuveen Fund Advisors, LLC |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 35% | — | — |
| 9 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 34% | 0.98% | HORIZON INVESTMENTS LLC. |
| 10 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 34% | 0.61% | — |
| 11 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 34% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 34% | 0.85% | Fred Alger Management, Inc. |
| 13 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 34% | 0.20% | Invesco Capital Management LLC |
| 14 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 34% | 0.15% | Fidelity Management & Research Company LLC |
| 15 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 34% | 0.59% | — |
| 16 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 17 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 33% | 0.62% | Fred Alger Management, Inc. |
| 18 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 32% | 0.52% | Invesco Capital Management LLC |
| 19 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 32% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Putnam Focused Equity Fund cheaper diff. adviser | 32% | 0.71% | Putnam Investment Management, LLC |
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