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 Portfolio | 87% | 1.26% | Calamos Advisors LLC |
| 2 | CALAMOS STRATEGIC TOTAL RETURN FUND | 82% | — | — |
| 3 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 67% | 1.10% | Calamos Advisors LLC |
| 4 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 60% | 0.20% | BlackRock Fund Advisors |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 60% | 0.15% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 60% | 0.36% | Voya Investments, LLC |
| 7 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX | 60% | 0.90% | Calamos Advisors LLC |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 9 | Optimized Equity Income ETF · OEI | 60% | 0.75% | — |
| 10 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 59% | 0.59% | — |
| 11 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 59% | 0.05% | WisdomTree Digital Management, Inc. |
| 12 | Reverb ETF · VOXP cheaper diff. adviser | 59% | 0.30% | Distribution Cognizant LLC |
| 13 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 59% | 0.32% | — |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 59% | — | — |
| 15 | RACWI US ETF · RAUS cheaper | 58% | 0.00% | — |
| 16 | FT Vest Total Return Income Fund: Series A2 | 58% | — | — |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 58% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 58% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | U.S. LARGE COMPANY PORTFOLIO · DFUSX cheaper diff. adviser | 58% | 0.08% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 58% | 0.07% | Goldman Sachs Asset Management, L.P. |
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