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 | AB Tax-Managed Wealth Appreciation Strategy · ATWAX, ATWCX, ATWYX cheaper | 93% | 0.73% | AllianceBernstein L.P. |
| 2 | Tax-Aware Overlay A Portfolio · SATOX, SATTX | 72% | 1.07% | AllianceBernstein L.P. |
| 3 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 61% | 0.39% | AllianceBernstein L.P. |
| 4 | Overlay A Portfolio · SAOOX, SAOTX | 55% | 1.09% | AllianceBernstein L.P. |
| 5 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 41% | 0.80% | AllianceBernstein L.P. |
| 6 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 40% | 1.22% | AllianceBernstein L.P. |
| 7 | AB US Equity ETF · XCHG cheaper | 40% | 0.50% | — |
| 8 | Variable Portfolio - Partners Core Equity Fund cheaper diff. adviser | 38% | 0.68% | Columbia Management Investment Advisers, LLC |
| 9 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 37% | 0.48% | DWS Investment Management Americas, Inc. |
| 10 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 37% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | AB US Low Volatility Equity ETF · LOWV cheaper | 37% | 0.39% | AllianceBernstein L.P. |
| 12 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 37% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | Optimized Equity Income ETF · OEI | 37% | 0.75% | — |
| 14 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 37% | 0.90% | Calamos Advisors LLC |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 36% | 0.15% | BlackRock Fund Advisors |
| 16 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 36% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 17 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 36% | 0.92% | Park Avenue Institutional Advisers LLC |
| 18 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 36% | 0.36% | Voya Investments, LLC |
| 19 | Eaton Vance Tax-Managed Buy-Write Income Fund | 36% | — | — |
| 20 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 36% | 0.65% | Natixis Advisors, LLC |
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