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 | Nomura VIP Total Return Series | 68% | 0.85% | Macquarie Investment Management Business Trust |
| 2 | LVIP Macquarie Wealth Builder Fund cheaper diff. adviser | 51% | 0.71% | Lincoln Financial Investments Corporation |
| 3 | Nomura Balanced Fund · IBNAX, IBNCX, IYBIX, IBNYX, IYBFX, IBARX cheaper | 35% | 0.65% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Balanced Series | 35% | 1.03% | Macquarie Investment Management Business Trust |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 33% | 0.06% | Franklin Advisory Services, LLC |
| 7 | Nomura Asset Strategy Fund · WASAX, WASCX, WASYX, IVAEX, IASRX, IASTX | 32% | 0.77% | Macquarie Investment Management Business Trust |
| 8 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 32% | 0.18% | — |
| 10 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 31% | 0.98% | HORIZON INVESTMENTS LLC. |
| 11 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 31% | 0.86% | Victory Capital Management Inc. |
| 12 | Nomura VIP Asset Strategy Series cheaper | 31% | 0.60% | Macquarie Investment Management Business Trust |
| 13 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 30% | 0.08% | WisdomTree Asset Management, Inc. |
| 14 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 30% | 0.09% | — |
| 15 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 30% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 16 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 30% | 0.50% | Tidal Investments LLC |
| 17 | Horizon Managed Risk ETF · SFTY diff. adviser | 29% | 0.77% | HORIZON INVESTMENTS LLC. |
| 18 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 29% | 0.70% | HORIZON INVESTMENTS LLC. |
| 19 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 29% | 0.15% | SSGA Funds Management, Inc. |
| 20 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 28% | 0.36% | Voya Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.