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 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 42% | 1.09% | — |
| 2 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 41% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 38% | 0.89% | Charles Schwab Investment Management, Inc. |
| 4 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 37% | 0.12% | Principal Global Investors, LLC |
| 5 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 37% | 0.79% | Swan Capital Management, LLC |
| 6 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 36% | 0.85% | Fred Alger Management, Inc. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 36% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 35% | 0.90% | Calamos Advisors LLC |
| 9 | Archer Stock Fund · ARSKX cheaper diff. adviser | 35% | 1.16% | Archer Investment Corp. |
| 10 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 35% | 0.62% | Fred Alger Management, Inc. |
| 11 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 35% | 0.99% | Advisors Preferred, LLC |
| 12 | Archer Balanced Fund · ARCHX cheaper diff. adviser | 35% | 1.21% | Archer Investment Corp. |
| 13 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 34% | 0.13% | SSGA Funds Management, Inc. |
| 14 | The Value Fund · CFVLX cheaper diff. adviser | 34% | 0.69% | Commerce Investment Advisors, Inc. |
| 15 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 34% | 0.25% | SSGA Funds Management, Inc. |
| 16 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 34% | 0.85% | SSGA Funds Management, Inc. |
| 17 | Optimized Equity Income ETF · OEI cheaper | 34% | 0.75% | — |
| 18 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 34% | 0.54% | Columbia Management Investment Advisers, LLC |
| 19 | DF Tactical 30 ETF cheaper | 34% | 0.70% | — |
| 20 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 34% | 0.59% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.