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 | Boston Trust Equity Fund · BTEFX | 72% | 0.83% | Boston Trust Walden Inc. |
| 2 | Boston Trust Walden Equity Fund · WSEFX | 53% | 0.96% | Boston Trust Walden Inc. |
| 3 | Boston Trust Walden Balanced Fund · WSBFX | 45% | 0.95% | Boston Trust Walden Inc. |
| 4 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 5 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 37% | 0.20% | Invesco Capital Management LLC |
| 6 | FT Vest Total Return Income Fund: Series A2 | 36% | — | — |
| 7 | VistaShares Target 15 S&P 100 Distribution ETF | 36% | — | — |
| 8 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 36% | — | Boston Management and Research |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 10 | FT Vest Total Return Income Fund: Series A3 | 36% | — | — |
| 11 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 12 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 36% | 1.07% | Lincoln Financial Investments Corporation |
| 13 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 36% | 0.65% | Natixis Advisors, LLC |
| 14 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 36% | 0.15% | BlackRock Fund Advisors |
| 15 | FT Vest Total Return Income Fund: Series A4 | 35% | — | — |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 35% | 0.36% | Voya Investments, LLC |
| 17 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 35% | 0.85% | Fred Alger Management, Inc. |
| 18 | Alpha Architect US Equity ETF · AAUS cheaper | 35% | 0.15% | — |
| 19 | FT Vest Total Return Income Fund: Series B1 | 35% | — | — |
| 20 | FT Vest Hedged Equity Income Fund: Series A2 | 35% | — | — |
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