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 Global Equity Fund · CAGEX, CCGEX, CIGEX, CGEOX | 65% | 1.10% | Calamos Advisors LLC |
| 2 | CALAMOS GLOBAL TOTAL RETURN FUND | 61% | — | — |
| 3 | Calamos Global Dynamic Income Fund | 60% | — | — |
| 4 | Calamos Growth & Income Fund · CVTRX, CVTCX, CGIIX, CGIOX cheaper | 35% | 0.73% | Calamos Advisors LLC |
| 5 | Calamos Growth & Income Portfolio | 33% | 1.26% | Calamos Advisors LLC |
| 6 | Calamos International Growth Fund · CIGRX, CIGCX, CIGIX, CIGOX cheaper | 33% | 0.86% | Calamos Advisors LLC |
| 7 | CALAMOS STRATEGIC TOTAL RETURN FUND | 31% | — | — |
| 8 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper diff. adviser | 31% | 0.66% | T. Rowe Price Associates, Inc. |
| 9 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 29% | 0.77% | Nationwide Fund Advisors |
| 10 | Virtus Equity & Convertible Income Fund | 27% | — | — |
| 11 | Optimized Equity Income ETF · OEI cheaper | 27% | 0.75% | — |
| 12 | iShares Global 100 ETF · IOO cheaper diff. adviser | 27% | 0.40% | BlackRock Fund Advisors |
| 13 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 27% | 0.76% | Templeton Global Advisors Limited |
| 14 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 26% | 0.12% | SSGA Funds Management, Inc. |
| 15 | Horizon Expedition Plus ETF · HBTA cheaper diff. adviser | 26% | 0.86% | HORIZON INVESTMENTS LLC. |
| 16 | NYLI Global Equity R&D Leaders ETF · WRND cheaper diff. adviser | 26% | 0.18% | New York Life Investment Management LLC |
| 17 | Fidelity Momentum Factor ETF · FDMO cheaper diff. adviser | 26% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 19 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 25% | 0.59% | — |
| 20 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 25% | 0.05% | WisdomTree Digital Management, Inc. |
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