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 | XAI Madison Equity Premium Income Fund | 60% | — | — |
| 2 | Madison Covered Call & Equity Income Fund · MENAX, MENYX, MENRX, MENCX, MENIX cheaper | 52% | 0.58% | Madison Asset Management, LLC |
| 3 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 26% | 0.51% | Hartford Funds Management Company, LLC |
| 4 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 26% | 0.40% | — |
| 5 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 26% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | Large Cap Growth Fund cheaper | 26% | 0.83% | Madison Asset Management, LLC |
| 7 | MML Focused Equity Fund cheaper diff. adviser | 26% | 0.88% | MML Investment Advisers, LLC |
| 8 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX cheaper | 25% | 0.73% | Madison Asset Management, LLC |
| 9 | Matrix Advisors Value ETF · MAVF cheaper diff. adviser | 25% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | Monarch Blue Chips Core ETF · MBCE diff. adviser | 25% | 1.14% | Kingsview Wealth Management LLC |
| 11 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 25% | 0.36% | Wellington Management Company LLP |
| 12 | iMGP Global Select Fund · MSEFX diff. adviser | 24% | 0.98% | IM Global Partner Fund Management, LLC |
| 13 | FM Focus Equity ETF · FMCX cheaper diff. adviser | 24% | 0.71% | First Manhattan Co. LLC |
| 14 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 24% | 0.22% | Wellington Management Company LLP |
| 15 | JOHNSON EQUITY INCOME FUND · JEQIX cheaper diff. adviser | 24% | 0.75% | Johnson Investment Counsel, Inc. |
| 16 | ClearBridge Dividend Strategy Fund · SOPAX, SBPLX, SOPYX, LBRIX, LMMRX, LCBEX, LCBOX cheaper diff. adviser | 24% | 0.66% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | ClearBridge Variable Dividend Strategy Portfolio · QLMETX, QLMEIX cheaper diff. adviser | 24% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | REX AI Equity Premium Income ETF · AIPI cheaper diff. adviser | 24% | 0.65% | REX Advisers, LLC |
| 19 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 24% | 0.77% | John Hancock Investment Management LLC |
| 20 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 24% | 1.00% | Crossmark Global Investments, Inc. |
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