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 | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 30% | 0.48% | ALPS Advisors, Inc. |
| 2 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 29% | 0.98% | HORIZON INVESTMENTS LLC. |
| 3 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 28% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 4 | SA JPMorgan Equity-Income Portfolio cheaper diff. adviser | 28% | 0.58% | SunAmerica Asset Management, LLC |
| 5 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 28% | 0.04% | BlackRock Fund Advisors |
| 6 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 28% | 0.08% | BlackRock Fund Advisors |
| 7 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 28% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 28% | 0.43% | Voya Investments, LLC |
| 10 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 27% | 0.70% | HORIZON INVESTMENTS LLC. |
| 11 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 27% | 0.15% | SSGA Funds Management, Inc. |
| 12 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 27% | 0.77% | HORIZON INVESTMENTS LLC. |
| 13 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 27% | 1.00% | Crossmark Global Investments, Inc. |
| 14 | Applied Finance Valuation Large Cap ETF · VSLU cheaper diff. adviser | 27% | 0.49% | Applied Finance Advisors, LLC |
| 15 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 27% | 0.08% | WisdomTree Asset Management, Inc. |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 27% | — | — |
| 17 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX cheaper | 27% | 0.66% | — |
| 18 | Optimized Equity Income ETF · OEI cheaper | 27% | 0.75% | — |
| 19 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 27% | 0.92% | HORIZON INVESTMENTS LLC. |
| 20 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 27% | 1.09% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.