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 | Virtus Diversified Income & Convertible Fund | 67% | — | — |
| 2 | Virtus Equity & Convertible Income Fund | 56% | — | — |
| 3 | Virtus Convertible & Income Fund II | 54% | — | — |
| 4 | Voya Global Income & Growth Fund · VYGNX, VYGPX, VYGLX, VYGKX, VYGJX cheaper diff. adviser | 50% | 0.85% | Voya Investments, LLC |
| 5 | Virtus Convertible & Income Fund | 49% | — | — |
| 6 | Virtus Convertible Fund · ANZAX, ANZCX, ANNPX, VAADX cheaper | 36% | 0.62% | Virtus Investment Advisers, LLC |
| 7 | Calamos Market Neutral Income Fund · CVSIX, CVSCX, CMNIX, CVSOX diff. adviser | 33% | 0.92% | Calamos Advisors LLC |
| 8 | Calamos Growth & Income Portfolio diff. adviser | 30% | 1.26% | Calamos Advisors LLC |
| 9 | CALAMOS STRATEGIC TOTAL RETURN FUND | 29% | — | — |
| 10 | Calamos Growth & Income Fund · CVTRX, CVTCX, CGIIX, CGIOX cheaper diff. adviser | 28% | 0.73% | Calamos Advisors LLC |
| 11 | Virtus Dividend, Interest & Premium Strategy Fund | 28% | — | — |
| 12 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 28% | 0.18% | — |
| 13 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 28% | 0.09% | — |
| 14 | Penn Series Index 500 Fund cheaper diff. adviser | 27% | 0.34% | Penn Mutual Asset Management, LLC |
| 15 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 27% | 0.70% | HORIZON INVESTMENTS LLC. |
| 16 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 27% | 0.77% | HORIZON INVESTMENTS LLC. |
| 17 | Goldman Sachs S&P 500 Premium Income ETF · GPIX cheaper diff. adviser | 27% | 0.29% | Goldman Sachs Asset Management, L.P. |
| 18 | SPDR S&P 500 ETF TRUST | 27% | — | — |
| 19 | Index 500 Stock Portfolio cheaper diff. adviser | 27% | 0.19% | Mason Street Advisors, LLC |
| 20 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 27% | 0.14% | MML Investment Advisers, LLC |
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