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 | Calamos Growth & Income Fund · CVTRX, CVTCX, CGIIX, CGIOX cheaper | 67% | 0.73% | Calamos Advisors LLC |
| 2 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX cheaper | 63% | 0.90% | Calamos Advisors LLC |
| 3 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 63% | 0.20% | Invesco Capital Management LLC |
| 4 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 63% | 0.79% | Aptus Capital Advisors, LLC |
| 5 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 63% | 0.79% | Aptus Capital Advisors, LLC |
| 6 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 61% | 0.02% | Charles Schwab Investment Management, Inc. |
| 7 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 61% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 61% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 9 | BNY Mellon Institutional S&P 500 Stock Index Fund · DSPIX cheaper diff. adviser | 61% | 0.21% | BNY Mellon Investment Adviser, Inc. |
| 10 | BNY Mellon S&P 500 Index Fund · PEOPX cheaper diff. adviser | 61% | 0.50% | BNY Mellon Investment Adviser, Inc. |
| 11 | Victory 500 Index VIP Series cheaper diff. adviser | 61% | 0.28% | Victory Capital Management Inc. |
| 12 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 61% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 13 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 61% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 60% | 0.00% | Morgan Stanley Investment Management Inc. |
| 15 | Azoria 500 Meritocracy ETF · SPXM cheaper | 60% | 0.47% | — |
| 16 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 60% | 0.21% | New York Life Investment Management LLC |
| 17 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 60% | 0.03% | BlackRock Fund Advisors |
| 18 | Victory 500 Index Fund · USSPX, USPRX cheaper diff. adviser | 60% | 0.15% | Victory Capital Management Inc. |
| 19 | Nuveen S&P 500 Buy-Write Income Fund | 60% | — | — |
| 20 | iShares U.S. Industry Rotation Active ETF cheaper diff. adviser | 59% | 0.42% | BlackRock Fund Advisors |
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