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 | Calvert VP SRI Balanced Portfolio | 91% | 0.64% | Calvert Research and Management |
| 2 | Eaton Vance Enhanced Equity Income Fund | 57% | — | — |
| 3 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 57% | — | — |
| 4 | Stock Portfolio diff. adviser | 57% | — | Boston Management and Research |
| 5 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 51% | — | — |
| 6 | Eaton Vance Enhanced Equity Income Fund II | 43% | — | — |
| 7 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 40% | 0.79% | Boston Management and Research |
| 8 | Eaton Vance Focused Growth Opportunities Fund · EAFGX, ECFGX, EIFGX diff. adviser | 38% | 0.80% | Eaton Vance Management |
| 9 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 36% | 0.79% | Aptus Capital Advisors, LLC |
| 10 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 36% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 36% | — | Boston Management and Research |
| 12 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 35% | 0.68% | Columbia Management Investment Advisers, LLC |
| 13 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper diff. adviser | 35% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | Nicholas Fund, Inc. · NICSX diff. adviser | 35% | 0.70% | Nicholas Company, Inc. |
| 15 | Parametric Equity Plus ETF · PEPS cheaper | 34% | 0.10% | — |
| 16 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 34% | 1.00% | Brinker Capital Investments, LLC |
| 17 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 34% | — | Boston Management and Research |
| 18 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 34% | 0.48% | DWS Investment Management Americas, Inc. |
| 19 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 34% | 0.46% | Victory Capital Management Inc. |
| 20 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX diff. adviser | 34% | 0.65% | Natixis Advisors, LLC |
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